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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | First Eagle Global Fund | 7.2% | - | BA/ LN, BABA, BDX, META, ORCL, SLB, TSM, WTW | Fiscal, inflation, Labor, Resilience, wages | The commentary centers on the underappreciated risk of renewed inflation driven by labor market tightness, fiscal expansion, and demographic constraints. While markets appear to be pricing equilibrium, the manager argues that shrinking labor supply and sustained fiscal largesse could reignite wage pressures and destabilize monetary policy. The fund emphasizes resilience through diversified global assets positioned to withstand inflationary and policy shocks. | BABA WTW SLB BDX TSM META ORCL |
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| 2025 Q2 | Jul 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 700 HK, 7011 JP, AEM CN, BA/ LN, EOAN GR, MC FP, TSCO LN | Currency, fiscal stimulus, growth, international, reforms | The commentary highlights improving prospects outside the U.S. driven by fiscal stimulus, monetary easing, and currency tailwinds. The strategy focuses on domestic champions in Europe, Japan, and select emerging markets benefiting from structural reforms. International growth is framed as increasingly competitive versus U.S. equities. | MC FP AEM CN EOAN GR TSCO LN 7011 JP |
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| 2025 Q2 | Jul 20, 2025 | BNY Mellon Global Equity Income Fund | 5.3% | 13.6% | BA/ LN, SAN FP | cash flow, defensiveness, dividends, valuation, Yield | The letter emphasizes income generation through high-quality global equities with durable dividends and resilient cash flows. Management highlights a selective approach favoring companies with pricing power and balance sheet strength amid inflation and rate uncertainty. The outlook supports income-oriented equities as a stabilizing source of total return in volatile markets. | View | |
| 2025 Q1 | Apr 14, 2025 | WestEnd Capital | - | - | BA/ LN, PLTR, RHM GR, SCHW | Artificial Intelligence Platforms, Cash Allocation, Defense Spending, Market Volatility, Tariff Policy | The quarter was dominated by tariff escalation, with projected rates briefly exceeding Smoot-Hawley-era levels, triggering a sharp selloff and spike in Treasury yields :contentReference[oaicite:1]{index=1}. WestEnd raised cash to ~25% before selectively redeploying capital into defense and AI leaders such as BAE Systems, Rheinmetall, Charles Schwab, and Palantir as technical conditions improved. The firm expects continued volatility but sees asymmetric upside in defense spending and mission-critical AI platforms amid geopolitical and policy uncertainty. | RHM GR PLTR SCHW BA LN |
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| 2025 Q1 | Mar 31, 2025 | BNY Mellon Global Equity Income Fund | 7.8% | 7.8% | 600406. CH, BA/ LN, EL, SEI GR | - | 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. | ||||||||