4578.T Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Aristotle International Equity Fund	10.7%	14.6%	4578.T, 6758.T, 7532.T, ACN, ALC, CCO.TO, EBS.VI, MC.PA, SAF.PA	aerospace, Asia, Europe, international, Luxury, nuclear, Quality, Trade Policy	Trade policy remained a focal point with President Trump introducing a universal 10% import tariff and reciprocal tariffs on dozens of countries. A 90-day pause on reciprocal tariffs was enacted for almost all countries, and the U.S. and U.K. finalized the Economic Prosperity Deal. Major economies experienced downward revisions to 2025 GDP growth projections due to trade policy uncertainty.	SAF.PA CCO.TO MC.PA ALC SAF FP MC FP ALC SW	View
2024 Q3	Sep 30, 2024	Aristotle International Equity Fund	10.5%	13.3%	005930.KS, 3064.T, 4578.T, 6758.T, 7532.T, 9433.T, ACN, AHT.L, BN, CCO, DEO, GSK, HEIA.AS, NEM.DE, ROG.SW, RTO.L, SAF.PA, TTE	Asia, Diversified, Europe, international, Quality, value	MonotaRO operates a B2B e-commerce platform selling 20 million items to over 8 million customers, primarily in Japan. The company serves as a one-stop solution with transparent pricing and same-day shipment capabilities. Its unique profile with over 95% of sales online provides customers a distinct value proposition in the fragmented MRO market.	3064.T DGE.L 9681.T RTO.L BN.TO	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of 4578-T

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

4578-T

4578-T

Letters With This Ticker

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BSD Shareholders of 4578-T

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