| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 29, 2026 | Bell Global Equities Fund | -11.1% | -11.1% | 4307.T, BOOT, DB1.DE, MELI, NKE, ODFL, TEL | AI, energy, geopolitics, Global Equities, Quality, technology, volatility | MELI 4307.T TEL BOOT DB1.DE |
View | |
| 2026 Q1 | Apr 29, 2026 | Bell Global Emerging Companies Fund | -8.6% | -8.6% | 3064.T, 4307.T, 5803.T, 7741.T, BJ, BOOT, DB1.DE, EVT.DE, EXPN.L, GTT.PA, KEYS, ODFL, SFM, TER, TTI | AI, energy, Geopolitical, global, Quality, small caps, volatility | 4307.T TEL BOOT DB1.DE |
View | |
| 2026 Q1 | Apr 13, 2026 | ClearBridge Investments International Growth ADR Strategy | - | - | 4063.T, 4307.T, 5802.T, 6920.T, 7532.T, ASM, ASML, CHKP, EADSY, ENGI.PA, IX, MELI, REL.L, RIO, SAP, SHOP, SPOT, WDS.AX | AI, defense, energy, Geopolitical, growth, international, Japan, semiconductors | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | Bell Global Emerging Companies Fund | Nomura Research Institute, Ltd. | Information Technology Services | IT Services | Bull | New York Stock Exchange | AI implementation, Capital Markets Day, Consulting, cost optimization, Fixed-Price Contracts, international expansion, IT services, Japan | View Pitch |
| May 1, 2026 | Fund Letters | Bell Global Equities Fund | Nomura Research Institute, Ltd. | Information Technology Services | IT Services | Bull | New York Stock Exchange | AI implementation, Consulting, cost optimization, financial services, Fixed-Price Contracts, IT services, Japan, manufacturing | 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. | ||||||||