Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Stenham Asset Management | 8.4% | 9.2% | AIR FP, AMZN, CME, GE, MA, MSFT, SAF FP, TSM, V | asset allocation, diversification, geopolitics, risk management, volatility | The letter emphasizes diversified global exposure as geopolitical fragmentation and macro volatility increase dispersion across regions and asset classes. Capital preservation and flexibility are prioritized as traditional correlations break down. Active allocation is positioned as critical to navigating regime change. | CME GE SAF FP AIR FP MA V AMZN MSFT |
View |
| 2025 Q2 | Jul 4, 2025 | ClearBridge Investments Large Cap Value | - | - | ADBE, AIR FP, AVGO, ICLR, LIN, MRVL, NOW, TGT, TSM | downside, free cash flow, fundamentals, Mean reversion, Valuation gap | The commentary focuses on valuation dispersion within large-cap equities, with many high-quality franchises trading at discounts due to short-term macro concerns. Management stresses fundamentals, free cash flow generation and capital discipline. Value is positioned as attractive as expectations normalize and multiples mean-revert. | ADBE ICLR TGT LIN AIR FP NOW MRVL AVGO TSM |
View |
| 2025 Q2 | Jul 29, 2025 | ClearBridge Investments Large Cap Growth Strategy | - | - | AIR FP, ICLR, LIN, MRVL, NOW, TSM | AI, Balance Sheets, earnings durability, secular growth, valuation | The letter emphasizes sustained earnings growth driven by secular themes such as AI adoption, cloud computing and digital transformation. Management highlights high-quality large-cap companies with strong balance sheets that can compound through macro volatility. The outlook favors disciplined growth investing as leadership broadens beyond a narrow group of mega-cap winners. | ICLR LIN AIR FP NOW MRVL TSM |
View |
| 2025 Q2 | Jun 30, 2025 | Bell Global Equities Fund | 5.3% | 1.1% | AIR FP, BJ, NFLX | AI, Cloud, Global Growth, semiconductors, technology | The letter discusses global growth investing amid strong performance from technology and communication services. AI-driven cloud infrastructure, semiconductors, and digital platforms are highlighted as key contributors. Valuation discipline remains important as market enthusiasm broadens unevenly across regions. | View | |
| 2024 Q4 | Dec 31, 2024 | Oakmark International Fund | -8.5% | -4.6% | AIR FP, BAYN GR, KB | - | View | ||
| 2024 Q2 | Jun 30, 2024 | American Century International Growth Fund | 6.6% | 0.0% | 0RR6 LN, AIR FP, AKE FP, DIM FP, EDEN FP, NVO, TSM, TYT LN, UBSG SW, ULVR LN | - | View | ||
| 2025 Q1 | Mar 31, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 1211 HK, 7011 JP, AIR FP, NVO, NWG LN, UCG IM | - | View | ||
| 2024 Q4 | Feb 13, 2025 | Arnott Capital | - | 3.3% | AIR FP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Andrew Larke | Airbus SE | Industrials | Aerospace & Defense | Bull | Euronext Stock Exchange | Aerospace, Defense, duopoly, margin expansion, Order Backlog, Supply Chain Recovery | View Pitch |
| Jan 8, 2026 | Fund Letters | Kevin Arenson | Airbus SE | Industrials | Aerospace & Defense | Bull | Euronext Stock Exchange | Aerospace, backlog, Pricingpower, Supplychain, Travel | View Pitch |
| Dec 5, 2025 | Fund Letters | Robert Feitler | Airbus SE | Industrials | Aerospace & Defense | Bull | Euronext Stock Exchange | Aerospace, backlog, cashflow, Defense, Travel | View Pitch |
| Dec 5, 2025 | Fund Letters | Peter Bourbeau | Airbus SE | Industrials | Aerospace & Defense | Bull | Euronext Stock Exchange | Aerospace, backlog, cashflow, Defense, Travel | 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. | ||||||||