| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 13, 2026 | Janus Henderson Global Sustainable Equity Fund | 16.2% | 10.9% | 6532.T, 6861.T, 8789.T, ASML, BBVA, CBRS, EBS.VI, EXPGY, FICO, ICE, MCK, MU, NTDOY, PRY.MI, SPACEX, SPGI, SPOT, STX, TSM, UBER | AI, energy security, Geopolitical Risk, infrastructure, semiconductors, sustainability, technology | ICE SPOT MCK TSM MU STX |
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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. | ||||||||