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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Westwood Holdings Group, Inc. | 0.0% | 0.1% | AEM, AFMJF, Gold, JOE, NGXXF, VIRT, WLDBF | Copper, Entertainment, gold, Media, Metals, Mining, value | View | ||
| 2021 Q4 | Dec 31, 2021 | Rozendal Global Fund | - | 1.9% | AFMJF, AFT.JO, BKNG, BLU.JO, CCJ, IMP.JO, LUKOY, MGROS.IS, MTN.JO, PPC.JO, SAHOL.IS, SCP.JO, SDRY.L, YRK.JO | commodities, emerging markets, energy, Mining, Recovery, Travel, Turkey, value | View | ||
| 2024 Q3 | Oct 23, 2024 | Westwood Holdings Group, Inc. | 6.9% | 15.9% | ADMLF, AFMJF, FLMMF, WDOFF, WLDBF | Concentration, Mining, Owner-Managers, Quality, value | The portfolio shows significant concentration in mining companies, with four of the top five holdings being mining-related businesses including Filo Corp, Alphamin Resources, Adriatic Metals, and Wesdome Gold Mines. These positions represent over 26% of the portfolio, indicating a strong thematic focus on the mining sector. | View | |
| 2024 Q4 | Jan 30, 2025 | Westwood Holdings Group, Inc. | -2.5% | 13.1% | AEM, AFMJF, Gold, JOE, NGXXF, VIRT, WLDBF | Copper, Entertainment, gold, Media, Metals, Mining, value | Portfolio has large exposure to metals and mining with strong fundamental outlook and low valuation. Supply of many metals is insufficient to meet future demand, and prices are too low to incentivize new development. Prices must rise to levels that make development projects economical. | WLDBF |
View |
| 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. | ||||||||