| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Harding Loevner International Small Companies Equity | 16.7% | 18.6% | 3697 JP, 4527 JP, ATE FP, CYBR, GLOB, REY IM | growth, international, moats, small caps | 3697 JP 4527 JP GLOB CYBR |
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| 2024 Q4 | Dec 31, 2024 | Harding Loevner International Small Companies Equity | - | - | 2175 JP, AFX GR, ATE FP, CEVI SS, EVO, LEHN SW, PFV GR, TOWR IJ, YOU LN | - | View | ||
| 2025 Q3 | Oct 10, 2025 | Oakmark Fund- International Small Cap | 0.8% | 27.6% | 1128 HK, 4613 JP, 6951 JP, 6960 JP, AMP IM, AMV0 GR, ATE FP, RBG FP | Europe, industrials, Japan, Quality, Value Investing | Oakmark International Small Cap remains focused on valuation discipline and quality fundamentals, emphasizing Europe and Japan. The fund added positions in Alten, Hamamatsu Photonics, and Kansai Paintbusinesses benefiting from R&D outsourcing, precision manufacturing, and cyclical recovery. Management highlights a favorable setup for re-rating as fundamentals recover. | CFF FP KSPI JP 6951 JP ALT FP |
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| 2025 Q1 | Mar 31, 2025 | Harding Loevner International Small Companies Equity | -10.5% | -10.5% | 0MR5 LN, 3697 JP, AFX GR, ATE FP, EVT GR, LEHN SW, LEHNZ LN, MEGACPO MM, PFV GR, TOWR IJ, YOU LN | - | 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. | ||||||||