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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
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| 2026 Q1 | Apr 18, 2026 | Artisan International Fund | 4.9% | 4.9% | 0016.HK, 010120 KS, 012450 KS, 267270.KS, 5803.T, NGG, RELX.L | AI, Asia, defense, Electrification, energy, Geopolitical, international | 0016.HK 5803.T BFF.MI UBS 012450.KS 079550.KS SPIE.PA NGG |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Artisan International Fund | Fujikura Ltd | Conglomerates | Electronic Equipment, Instruments & Components | Bull | New York Stock Exchange | AI infrastructure, Connectivity, data centers, Electronic Equipment, Fiber-Optic Cables, Japan, Pricing power, Supply Constrained | 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. | ||||||||