Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 1, 2026 | Antipodes Global Value Fund | - | - | 005380 KS, 0291.HK, 4901.T, 6367.T, BKD, COF, CRM, DIS, IFX.DE, MSFT, NVDA, TTE, VAL, WDAY | AI, energy, Geopolitical, global, healthcare, Rotation, semiconductors, value | IFX.DE 4901.T 0291.HK NVDA DIS |
View | |
| 2026 Q1 | May 1, 2026 | Antipodes Global Fund | - | - | 005380 KS, 6367.T, COF, CRM, DIS, KEYS, LEN, MSFT, NVDA, PGR, TTE, VAL, WDS.AX, WLK | AI, commodities, energy, Geopolitical, global, oil, technology, value | PGR WDS.AX NVDA DIS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Fund Letters | Jacob Mitchell | Hyundai Motor Co. Ltd. | Consumer Discretionary | Automobiles | Bull | New York Stock Exchange | Autos, Electrification, Hybrids, market share, valuation | View Pitch |
| Feb 4, 2026 | Fund Letters | Jacob Mitchell | Hyundai Motor Company | Consumer Discretionary | Automobiles | Bull | New York Stock Exchange | Autos, Electrification, Hybrids, marketshare, valuation | View Pitch |
| 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. | ||||||||