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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 26, 2024 | Diamond Hill International | 5.7% | 12.4% | 0700.HK, 8058.T, ARVIND.NS, CNHI, EVT.DE, GXI.DE, SPOT, TSM, WALMEX.MX, WHC.AX | AI, Coal, Elections, Electric Vehicles, geopolitics, healthcare, international, value | AI advancements are creating substantial buzz with international companies providing necessary tools and hardware, especially chip makers, poised to benefit immensely. The ripple effects include a massive investment cycle and potential global materials shortage due to skyrocketing demand. Taiwan Semiconductor outperformed due to strong financial performance and increasing optimism about AI growth. | GXI.DE ARVIND.NS WHC.AX CNH 0700.HK SPOT TSM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Diamond Hill International | Arvind Limited | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | NSE | advanced materials, business transformation, India, Professional Uniforms, supply chain, Textiles, vertical integration | 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. | ||||||||