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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 16, 2025 | Harding Loevner Emerging Markets Equity | 10.1% | 11.5% | 000333.SZ, 018880.KS, 035720.KS, 1211.HK, 2317.TW, 2330.TW, 3690.HK, 4966.T, BABA, GEELY, GLOB, KSPI.L, LREN3.SA, MELI, RDNI3.SA, SE, SHOP.TO, TCS.NS, TS, TTI | AI, Brazil, competition, E-Commerce, emerging markets, South Korea, Taiwan, Trade Policy | Brazilian e-commerce companies like MercadoLibre face intensifying competition from foreign entrants like Shopee, driving innovation in logistics and payment services. MercadoLibre has built competitive advantages through deep local market knowledge, integrated ecosystems, and massive logistics investments. Competition is spurring market expansion as e-commerce penetration remains low at under 20% in Brazil. | 018880.KS 2317.TW 4966.T MELI MELI |
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| 2021 Q2 | Jun 24, 2021 | Palm Harbour Capital | 12.4% | 33.6% | 4966.T, AVID, BFSA.DE, CIR.MI, DHG.L, ESP.MI, GSMI.PS, HAT.L, IGT, IHRT, ILD.PA, JST.DE, MLCO, RHIM.L, UNIE.MI | Europe, gaming, inflation, small caps, technology, value | GSMI.PS 4966.T |
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| 2021 Q4 | Dec 30, 2021 | Palm Harbour Capital | 2.3% | 36.5% | 0041.HK, 4966.T, AVID, IGT, IHRT, OCI.AS, OVS.MI | Asia, Europe, Fertilizers, gaming, Hotels, inflation, value | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Palm Harbour Capital | C. Uyemura & Co Ltd | Specialty Chemicals | Specialty Chemicals | Bull | New York Stock Exchange | 5G, automotive, electronics, Equity, Japan, PCB, semiconductors, specialty chemicals, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Harding Loevner Emerging Markets Equity | Aspeed Technology | Information Technology | Semiconductors & Semiconductor Equipment | Bull | Taiwan Stock Exchange | AI servers, BMC Chips, data centers, growth, Hardware Monitoring, margin expansion, semiconductors, Server Infrastructure, Taiwan, technology | 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. | ||||||||