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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 8, 2026 | Bailard International Equity Strategy | 13.5% | 15.0% | 000270 KS, 000660 KS, 005930 KS, 066570 KS, 6752.T, 6981.T, 7735.T, 8035.T, NOK | AI, energy, geopolitics, International Equity, Japan, Korea, semiconductors, Taiwan | View | ||
| 2026 Q2 | Jul 27, 2026 | Polaris International Equity | 12.3% | 18.1% | 000270 KS, 000660 KS, 1299 HK, 2318 HK, 4901.T, 8002.T, 8591.T, BABA, BPOP, DHL.DE, NXT.L, RYA.L, SKF-B.ST, UCG.MI, YAR.OL | AI, Airlines, China, international, Iran, rates, semiconductors | View | ||
| 2026 Q1 | Apr 17, 2026 | Polaris International Equity | 5.1% | 5.1% | 000270 KS, 000660 KS, 005930 KS, 055550 KS, 2318 HK, 6758.T, 8002.T, BABA, BPOP, CAP.PA, DNB.OL, E, IAG.L, LUN.TO, MEOH, PUB.PA, RYA.L, TEP.PA, TTE, YAR.OL | diversification, energy, Geopolitical, international, materials, technology | RYA.L 000270.KS 8002.T DNB.OL 005930.KS 000660.KS TTE.PA ENI.MI LUN.TO MEOH YAR.OL |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||