| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 Q2 | Jul 17, 2026 | Harding Loevner Emerging Markets Equity | 18.9% | 18.3% | 000660 KS, 005930 KS, 035420 KS, 0700.HK, 1299 HK, 1810 HK, 2317.TW, 2318 HK, 2330.TW, 2331 HK, 2359.HK, 2454.TW, 3454.HK, 3690 HK, 5269.TW, 9618 HK, 9988 HK, BABA, HDFCB.NS, TSMC | AI, Asia, Data centers, emerging markets, semiconductors, South Korea, Taiwan, technology | 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 | |
| 2022 Q4 | Jan 3, 2023 | Davis Global Fund | 0.0% | 0.0% | 2318 HK, META, OC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Cameron Robertson | Ping An Insurance (Group) Company of China, Ltd. | Financials | Insurance | Bull | New York Stock Exchange | balance sheet, China, Insurance, Regulation, rerating | 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. | ||||||||