| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 28, 2026 | Diamond Hill International | 3.5% | 3.5% | 005930 KS, 028260 KS, 0700.HK, CFR SW, CNQ.TO, DGE.L, HDFCBANK.NS, IMO.TO, RTO.L | AI, energy, Geopolitical, international, semiconductors, technology, value | 9435.T RTO.L 028260.KS DEO IMO.TO CNQ.TO 005930.KS |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Fund Letters | Joe Bauernfreund | Samsung C&T Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | biologics, Governance, Holdingcompany, semiconductors, Sumofparts | View Pitch |
| Jan 15, 2026 | Fund Letters | Joe Bauernfreund | Samsung C&T Corporation | Industrials | Industrial Conglomerates | Bull | New York Stock Exchange | Conglomerates, discount, Governance, Holdingcompany, NAV | 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. | ||||||||