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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 19, 2025 | Harding Loevner International Small Companies Equity | -1.1% | 17.3% | 6869 JP, AFX GR, BC8 GR | Artificial Intelligence, gold, IT Services, Medical Devices, Quality Investing | The fund highlights structural growth in healthcare driven by aging populations and recurring revenues from medical equipment makers like Medistim and Sysmex. IT-services holdings faced short-term AI-related disruption but are positioned to recover as digital transformation continues. The managers also emphasize discipline by avoiding gold mining despite commodity rallies. | MEDI NO AFX GR 6869 JP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Jafar Rizvi | Sysmex Corporation | Health Care | Health Care Equipment | Bull | NYSE | diagnostics, Emerging markets, Installed base, Margins, Reagents, recurring revenue, visibility | 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. | ||||||||