AOF-DE

AOF-DE

AOF-DE

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	EQUAM Global Value Fund	-3.9%	-	ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE	discount, Europe, Patience, Quality, small caps, value	Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices.	RIEN SW DOM LN	View
2024 Q2	Jul 23, 2024	Biondo Investment Advisors	-	-	ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DPZ.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE	discount, Europe, Patience, Quality, small caps, value	Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices.	RIEN.SW DPZ.L	View
2025 Q2	Jul 10, 2025	Hertford Capital	10.4%	12.9%	ALMA.HE, AOF.DE, BCG.L, DONE.ST, FORTNOX.ST, HEM.ST, PLNW.PA, PROF.PA, SIDE.PA, SMCRT.OL, VEND.OL	AI, Classifieds, Enterprise Software, Europe, growth, SaaS, SmallCap, technology	The manager discusses agentic AI as a transformative force for enterprise software, highlighting Sidetrade's autonomous AI Cash Collection Agent and the shift from Rule of 40 to Rule of 70-80 for software companies. AI is expected to drive both growth acceleration and margin expansion through automation of sales, marketing, and support functions.	ALSDT.PA FNOX.ST	View
2025 Q2	Jun 30, 2025	Baron Fifth Avenue Growth Fund	24.9%	8.0%	ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE	discount, Europe, Patience, Quality, small caps, value	Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices.	RIEN.SW DPZ.L	View
2026 Q1	Apr 24, 2026	Harding Loevner International Small Companies Equity	-4.2%	-4.2%	2454.TW, 3661.T, 3769.T, AOF.DE, BEC.DE, CKN.L, FERREYCORP.LM, HEXPOL.ST, KXS.TO, LBTY.BR, NDAQ.DE, REY.MI, S24.DE, SHKELKAR.NS, SNR.L, TEMN SW	AI, energy, geopolitics, international, small cap, software, technology			View
2025 Q3	Dec 31, 2025	AMG Frontier Small Cap Growth	7.5%	4.8%	ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE	discount, Europe, Patience, Quality, small caps, value	Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices.		View
2025 Q2	Nov 19, 2025	Century Management	-	-	ACAD.ST, ALLFG.L, AOF.DE, BFSA.MC, CELL.MI, DFS.L, DOM.L, EXRO, HEAD.L, INCH.L, MIDW.L, MON.MI, NOEJ.DE, OIE.L, PSG.MC, RHIM.L, RITN.SW, SESA.MI, STAB.DE, TGS.OL, TTK.DE	discount, Europe, Patience, Quality, small caps, value	Fund invests in companies trading at significant discounts to intrinsic value with upside potential of 112%. Portfolio comprises 45 companies trading at attractive multiples with high-quality businesses and low debt levels. Manager emphasizes patience and long-term investment in sound businesses at excellent prices.	RIEN.SW DPZ.L	View
2025 Q3	Oct 7, 2025	Hertford Capital	-7.3%	4.7%	AOF.DE, COM.MI, JST.DE, KSB3.DE, LSL.L, MAB1.L, MOL.MI, MONY.L, PFE, PLNW.PA, SFQ.DE, SINT.ST, WOSG.L	AI, Europe, small caps, software, tariffs, value	Manager views enterprise software holdings as leading players in harnessing AI opportunity within their verticals, with ability to integrate AI into existing platforms positioning them favorably for sustained value creation. Companies like ATOSS and Planisware are already offering multiple AI-powered services and agentic AI applications to customers.	AOF GR LSL LN MAB1 LN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of AOF-DE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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