| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 22, 2026 | Antipodes Global Value Fund | - | - | 3445.T, 4194.T, 600312.SS, 6594.T, 6762.T, AMZN, BKNG, CRM, IFX.DE, QRVO, SNY, SUZB3.SA, TSM, TTE, VAL, WDAY | AI, Cloud, Data centers, Energy Transition, Japan, semiconductors, Travel, value | 4194.T 6594.T 6762.T QRVO BKNG 6525.T TSM IFX.DE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||