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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Brown Capital Management International All Company Fund | 5.2% | 6.5% | 3064 JP, MBLY, MELI, MNDY, NVO | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Brown Capital Management International All Company Fund | -6.6% | -0.6% | 0268 HK, 1IG GR, 3064 JP, AFX GR, CAMT, DSG CN, GIVN SW, NVO, RAA GR, SHOP, TEAM, WISE LN | - | View | ||
| 2025 Q3 | Nov 4, 2025 | Aristotle/Saul Global Equity Fund | 5.1% | 16.0% | 3064 JP, A005930 KS, FCFS, NEM GR | financials, Global Equities, industrials, Quality, valuation | The fund maintained a bottom-up focus on high-quality companies across regions, with an emphasis on durable franchises and disciplined valuation. Performance was supported by exposure to financials and industrials, while weakness in certain technology holdings weighed modestly. Management remains optimistic about international recovery as interest rate cycles normalize and valuations outside the U.S. remain attractive. | NEM GR 4385 JP FCFS 005930 KS NEM GR 4385 JP FCFS 005930 KS |
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| 2025 Q3 | Nov 4, 2025 | Aristotle International Equity Fund | 1.1% | 15.9% | 3064 JP, A005930 KS, ACN, BAP | inflation, International Equities, Quality, Trade, valuation | Global equities advanced amid improving GDP forecasts and easing trade tensions, though the fund underperformed due to security selection in industrials and consumer sectors. The team remains focused on long-term fundamentals, emphasizing high-quality companies like Samsung, Credicorp, and Wal-Mart de México with durable advantages and strong balance sheets. Valuations and relative value opportunities continue to guide positioning amid moderate macro uncertainty. | WMMVY 9830 JP BAP 005930 KS WMMVY 9830 JP BAP 005930 KS |
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| 2025 Q3 | Oct 9, 2025 | Brown Capital Management International All Company Fund | -4.5% | 6.7% | 3064 JP, CYBR, DSY FP, MNDY, SHOP | Artificial Intelligence, Growth Stocks, innovation, long-term, software | Brown Capital underperformed benchmarks as software names lagged during a value-led quarter but reiterated conviction in Exceptional Growth Companies. Holdings like Dassault Systèmes, Shopify, and CyberArk demonstrate long-term scalability and integration of AI into mission-critical workflows. The firm continues investing in innovation and AI infrastructure to enhance its research edge. | View | |
| 2025 Q3 | Oct 14, 2025 | Bell Global Equities Fund | 3.4% | - | 3064 JP, ASML | AI, Global Equities, Quality, technology, valuation | The fund emphasizes maintaining a disciplined quality at a reasonable price approach amid a speculative market phase favoring momentum and growth stocks. AI-related technology names such as ASML and Oracle are key performance drivers, while the manager expects eventual normalization as fundamentals reassert dominance. The outlook highlights opportunities to accumulate high-quality global companies as valuation gaps widen. | WM SGE ASML |
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| 2024 Q3 | Sep 30, 2024 | Aristotle International Equity Fund | 10.5% | 13.3% | 3064 JP, 9433 JP, BN CN, DEO, RTO | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | 3064 JP, 8439 JP, BN CN, MCHP, RTO | - | View | ||
| 2023 Q4 | Feb 26, 2024 | Aristotle/Saul Global Equity Fund | 6.4% | 11.6% | 3064 JP, 6326 JP, FMC, LEN, NEM GR, RTO | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Ned Bell | MonotaRO Co., Ltd. | Industrials | Industrial Distribution | Bull | New York Stock Exchange | compounding, ecommerce, Industrial distribution, Logistics, marketshare | 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. | ||||||||