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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 28, 2026 | Ariel Global Fund | 27.9% | - | 2359.HK, 2382.HK, 2454.TW, 300124.SZ, 3759.HK, 600563.SS, 6981.T, BT-A.L, COF, DIS, DT, FDX, FXFH, INTC, MRK.DE, ORSTED.CO, PPL, T | AI, Biotechnology, China, Energy Transition, global, semiconductors, Telecommunications, value | View | ||
| 2026 Q2 | Jul 20, 2026 | Guinness China | 8.9% | 7.4% | 000338.SZ, 002236.SZ, 002572.SZ, 300760.SZ, 600183.SS, 600563.SS, 601888.SS | AI, China, consumer, Data centers, industrials, Property, technology, Valuations | 000338.SZ 300760.SZ 002572.SZ 601888.SS 600563.SS 600183.SS |
View | |
| 2026 Q1 | Apr 28, 2026 | Guinness China | -1.4% | -1.4% | 000858.SZ, 002008.SZ, 600036.SS, 600563.SS, 600690.SS, 603659.SS, 688398.SS | AI, China, consumer discretionary, Energy Transition, industrials, Manufacturing, Valuations | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Guinness China | Xiamen Faratronic Co., Ltd. | Electronic Components | Electronic Components | Bull | Shanghai Stock Exchange | China, Data Centres, Electric Vehicles, Electronic Components, energy storage, Film Capacitors, growth, Industrial Equipment, Power Grids, renewable energy | 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. | ||||||||