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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Harding Loevner International Small Companies Equity | 16.7% | 18.6% | 3697 JP, 4527 JP, ATE FP, CYBR, GLOB, REY IM | growth, international, moats, small caps | 3697 JP 4527 JP GLOB CYBR |
View | |
| 2025 Q2 | Jul 2, 2025 | AVI Global Trust | - | - | 4527 JP, 7912 JP, AKRBP NO, APO, CDI FP, DIE BB, ENT LN, GXI GR, NWSA, RKT LN | activism, catalysts, Closed-End Funds, Discounts, net asset value | The letter focuses on unlocking value in closed-end funds trading at persistent discounts to net asset value. Management highlights activism, corporate actions, and market catalysts as tools to narrow discounts and enhance shareholder returns. The outlook remains constructive given wide discounts and improving sentiment. | View | |
| 2025 Q1 | May 1, 2025 | AVI Japan Opportunity Trust | - | 9.9% | 3106 JP, 3529 JP, 4527 JP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Fund Letters | Jafar Rizvi | Rohto Pharmaceutical Co., Ltd. | Consumer Staples | Personal Products | Bull | New York Stock Exchange | Demand, expansion, eyecare, Normalization, premiumization, Skincare, supplements | View Pitch |
| Jan 8, 2026 | Fund Letters | Jafar Rizvi | Rohto Pharmaceutical Co., Ltd. | Consumer Staples | Personal Products | Bull | New York Stock Exchange | AI, consumer, eyecare, healthcare, innovation, 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. | ||||||||