| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Jun 30, 2023 | Lakehouse Global Growth Fund | 7.8% | 35.6% | 3690 HK, 4443.T, AMZN, CSGP, CSU.TO, GOOGL, MC.PA, MELI, MSFT, NOW, SCHW, SPOT, V | global, growth, high conviction, long-term, secular trends, technology | SCHW CSGP 4443.T MELI |
View | |
| 2026 Q1 | Apr 18, 2026 | Thornburg International Equity Fund | 3.1% | 3.1% | 005930 KS, 0700.HK, 3690 HK, 6098.T, AZN, B3SA3.SA, BNP.PA, BZ, CP, ELE.MC, GLEN.L, INGA.AS, MUFG, NN.AS, ORA.PA, SONY, TTE | energy, Geopolitical, inflation, international, Resilience, value | View |
| 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. | ||||||||