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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 22, 2025 | Shelton International Select Equity Fund | 13.7% | - | 7751.T, 9766.T, 9962.T, STN.TO | Dollar, Europe, gaming, international, Japan, Outperformance, Trade Policy | The U.S. Dollar Index declined further in Q2, falling an additional 7% during the quarter and finishing down over 10% year-to-date. This provided significant tailwinds for international equity returns when measured in USD terms. The dollar's structural weakening trend appears likely to continue, supported by narrowing growth differentials and Federal Reserve policy accommodation. | 7751.T 9962.T 9766.T STN.TO 9766 JP |
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| 2025 Q2 | Jul 28, 2025 | North Sky Capital | - | - | 6902.T, 9962.T, GE, NNE, NVDA, OKLO | AI, Data centers, Energy Transition, impact investing, infrastructure, nuclear, Secondaries, Trade Policy | The OBBB largely retains existing incentives for battery energy storage and maintains federal support for renewables with 30-50% Investment Tax Credits. The renewable energy landscape has evolved driven by surging power demand from data centers and electric vehicle adoption, onshoring of solar panel supply, and supply constraints for traditional energy sources. North Sky's infrastructure team is seeing opportunities in energy storage, community solar, data center-driven power demand and renewable fuels. | View | |
| 2025 Q2 | Jul 17, 2025 | Oakmark Fund- International Small Cap | 17.0% | - | 9962.T, ALI.PS, AMP.MI, ASML, AZE.BR, BKFA.OL, GXI.DE, JEN.DE, TMV.DE | Asia, Europe, financials, industrials, international, semiconductors, small cap, value | The fund consistently identifies companies trading at discounts to intrinsic value, with multiple new purchases made when stocks approached attractive entry points. Examples include Amplifon at its lowest valuation in over 10 years and TeamViewer trading at extremely attractive levels despite improving business quality. | 9962.T JEN.DE BAKKA.OL ALI.PS AMP.MI TMV.DE 086790.KS JEN GR AMP IM TMV GR |
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| 2024 Q4 | Dec 31, 2024 | Harding Loevner Global Equity | - | 14.5% | 0700.HK, 1299.HK, 4519.T, 6758.T, 6861.T, 9962.T, AAPL, ABBV, ACN, ADBE, ADYEN.AS, ALC, ALFA.ST, AMAT, AMZN, ATCO-A.ST, ATKR, ATU.TO, AVGO, BBCA.JK, BKNG, CME, CRM, CSGP, D05.SI, DE, DHR, DPLM.L, EPI-A.ST, GLOB, GMAB, GOOGL, HDFCBANK.NS, HLN.L, HON, META, MSFT, NFLX, NOC, NOW, NVDA, RGEN, ROG.SW, ROK, SAP, SGSN.SW, SHEL, SLB, SNPS, SU.PA, SY1.DE, TMO, TSM, TW, UNH, VRTX, WMMVY | AI, Data centers, geopolitics, global, growth, semiconductors, technology, Trade Policy | Artificial intelligence continues to drive significant investment and growth across multiple sectors. The manager discusses the sustained momentum in AI development, with companies like OpenAI, xAI, Anthropic raising billions for infrastructure spending. New large language models have launched showing significant improvements, particularly in creating chains of thought to simulate human reasoning. The runway for model development remains long, suggesting sustainable demand for increasingly powerful hardware. | View | |
| 2025 Q3 | Oct 19, 2025 | Harding Loevner Global Small Companies | 0.9% | 8.1% | 4587.T, 4975.T, 6383.T, 6869.T, 9962.T, 9988.HK, ALFA.ST, ALGN, ALLE, AMBU.CO, APPF, ATE.PA, BCHN.SW, BCPC, BESI.AS, BRN.DE, CKN.L, COO, CPA, CRDA.L, DIA.MI, DPLM.L, ELAN, ENS, EPAM, EVO.DE, EXPO, FELE, FN, FPE.DE, GLOB, HPG.HM, KXS.TO, LEHN.SW, NBIX, NEM.DE, PEN, PFV.DE, RAT.DE, RPY.MI, RUB.PA, SNR.L, SPSC, TECN.SW, TOM.OL, VAISALA.HE, WTS, ZEU.DE | AI, global, healthcare, momentum, Quality, small caps, value | The portfolio targets durable sources of return through quality, growth, and value, emphasizing steady, lower-beta businesses with strong fundamentals over higher-beta momentum plays. Quality companies in the benchmark underperformed lowest quality by more than 1,200 basis points during the quarter. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | Misumi Group | Industrials | Industrial Machinery | Bull | Tokyo Stock Exchange | Distribution, Factory Automation, Industrial Supplies, Japan, manufacturing, market share, supply chain | View Pitch |
| Apr 13, 2026 | Fund Letters | Shelton International Select Equity Fund | Misumi Group Inc | Industrials | Trading Companies & Distributors | Bear | Tokyo Stock Exchange | acquisition, dividend, Equity, Factory Automation, Japan, Manufacturing Components, Value | 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. | ||||||||