| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | American Century Emerging Markets Fund | 0.7% | 0.7% | 1560 TT, 1810 HK, 3311 HK, 6669 TT, BHARTI IN, BYD, EMBR3 BZ, OTP GR | - | View | ||
| 2025 Q3 | Oct 24, 2025 | American Century Emerging Markets Fund | 12.4% | - | 1810 HK, 2308 TT, 300308 CH, 3311 HK, 388 HK, 688008 CH, BABA, BYD, CICIBC IN | AI, China, emerging markets, interest rates, Trade Policy | EM equities outperformed developed markets amid easing trade tensions, AI-driven growth, and expectations of Fed rate cuts. China led gains due to policy support for chipmakers and domestic demand recovery. EM valuations remain attractive with higher earnings growth potential and sensitivity to a weaker USD. | 688008 CH 2308 TT 688008 CH 2308 TT |
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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. | ||||||||