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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 700 HK, 7011 JP, AEM CN, BA/ LN, EOAN GR, MC FP, TSCO LN | Currency, fiscal stimulus, growth, international, reforms | The commentary highlights improving prospects outside the U.S. driven by fiscal stimulus, monetary easing, and currency tailwinds. The strategy focuses on domestic champions in Europe, Japan, and select emerging markets benefiting from structural reforms. International growth is framed as increasingly competitive versus U.S. equities. | MC FP AEM CN EOAN GR TSCO LN 7011 JP |
View |
| 2025 Q1 | Mar 31, 2025 | Rewey Asset Management | -7.0% | -7.0% | AEM CN, DCO, ZYXI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Elisa Mazen | Agnico Eagle Mines Ltd. | Materials | Gold | Bull | TSX | cashflow, Gold, Hedging, inflation, Production | 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. | ||||||||