| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 29, 2026 | American Century Emerging Markets Fund | 4.5% | 4.5% | 005930 KS, 030200 KS, 0700.HK, 1211 HK, 1810 HK, 2360.TW, 3037.TW, 3711.TW, 9999.HK, TCOM | AI, China, emerging markets, energy, semiconductors, Taiwan, technology | 1211.HK 2360.TW 005930.KS 3037.TW |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | American Century Emerging Markets Fund | Unimicron Technology Corp | Electronic Components | Electronic Components | Bull | New York Stock Exchange | Advanced Manufacturing, AI infrastructure, Electronic Components, high-performance computing, PCB, Semiconductor Packaging, Taiwan Technology | 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. | ||||||||