| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 | Oakmark Fund- International Small Cap | 0.8% | 27.6% | 1128 HK, 4613 JP, 6951 JP, 6960 JP, AMP IM, AMV0 GR, ATE FP, RBG FP | Europe, industrials, Japan, Quality, Value Investing | Oakmark International Small Cap remains focused on valuation discipline and quality fundamentals, emphasizing Europe and Japan. The fund added positions in Alten, Hamamatsu Photonics, and Kansai Paintbusinesses benefiting from R&D outsourcing, precision manufacturing, and cyclical recovery. Management highlights a favorable setup for re-rating as fundamentals recover. | CFF FP KSPI JP 6951 JP ALT FP |
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| 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. | ||||||||