| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 15, 2026 | Bell Global Emerging Companies Fund | 0.6% | -8.1% | 3064.T, 6146.T, 6254.T, 6368.T, 8697.T, ADSK, AMS.SW, BR, COR, DB1.DE, DKS, EVD.DE, EXPN.L, LPLA, LR.PA, MSCI, PGHN SW, STMN SW, TTI, VEEV, WMS | AI, global, Japan, momentum, Quality, semiconductors, SMID Cap, valuation | 6368.T LR.PA PGHN.SW 6146.T |
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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. | ||||||||