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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Mondrian International Equity Value Opportunities | - | - | 3382.T, 6201.T, 6503.T, 7201.T, 7203.T, 7211.T, 7267.T, ATD.TO | Corporate Governance, Currency, international, Japan, value | Mondrian maintains overweight position in Japan based on attractive valuations and expectations for future real returns. Corporate governance reforms continue gathering momentum with share buybacks above 2023 record highs and dividend growth at 10% annually over 20 years. The firm sees significant value still to be unlocked from governance improvements. | 6201.T 6503.T |
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| 2024 Q2 | - | FCL Capital | 6.2% | -0.6% | 1211 HK, 2587.T, 3382.T, 6501.T, 7974.T, 8058.T, MONC.MI, PDD, UBER | AI, Corporate Governance, emerging markets, gaming, Japan, Luxury, small caps, value | 7974.T 2587.T 3382.T |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | FCL Capital | Seven & i Holdings | Grocery Stores | Food & Staples Retailing | Neutral | New York Stock Exchange | consumer staples, convenience stores, Demographics, Japan, retail, Value | 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. | ||||||||