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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 | Artisan Global Discovery | 10.8% | 6.8% | ARIS, BAB LN, GDDY, GXI, III LN, IOT, IRTC, MIPS SS, RBC, SAIA, SPOT, SRT GR, TTD, WING | discovery, Global Growth, inflection points, underfollowed, valuation | The letter emphasizes uncovering underfollowed global companies with emerging competitive advantages and accelerating fundamentals. Management focuses on identifying inflection points where earnings power is not yet reflected in valuations. The outlook favors patient capital deployed into mispriced global opportunities. | III LN WING RBC GXI GR SAIA ARIS SPOT IRTC BAB LN |
View |
| 2025 Q2 | Jul 27, 2025 | Hotchkis & Wiley Global Value Fund | 6.9% | 13.3% | BAB LN, ELV, JPED NA, KHC, NOV, UNH | Balance Sheets, Discipline, free cash flow, valuation, value | The commentary highlights global value opportunities amid market volatility and growth-stock concentration. Attractive valuations, strong balance sheets, and sustainable free cash flow are emphasized as drivers of long-term returns. The manager argues that valuation discipline should benefit as market leadership broadens beyond momentum-driven growth. | View | |
| 2024 Q1 | Apr 15, 2024 | Artisan Global Discovery | 7.6% | 13.1% | 6415 TT, BAB LN, BJ, BSX, CELH, MIPS SS, MKTX, MONC IM, RDC GR, SAIA, SPGI, SPOT, SWAV, TEAM, TYL, VEEV, VRT | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Global Discovery | -3.7% | -3.7% | 0669 HK, ARGX, ARIS, ASND, BAB LN, CCCS, COHR, GWRE, ILMN, IRTC, MTSI, PRCT, PSTG, SAIA, SE, SPOT, TWST, TYL, USFD, VEEV, WAB, WST | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Hotchkis & Wiley Global Value Fund | 6.0% | 6.0% | BAB LN, CVS, GOOG, SEI GR, WDAY, WPP | - | View | ||
| 2024 Q3 | Nov 13, 2024 | Silver Ring Value Partners | 0.0% | 0.0% | ALFAA MM, BAB LN, JAZZ, LILAK, MD, QRTEA | - | View | ||
| 2024 Q3 | Nov 11, 2024 | Hosking Partners | 0.0% | 0.0% | ASC LN, BAB LN, CX | - | View | ||
| 2023 Q4 | May 2, 2024 | Silver Ring Value Partners | 0.0% | 0.0% | AIM CN, BAB LN, QRTEA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | Fund Letters | Jason L. White | Babcock International Group plc | Industrials | Aerospace & Defense Services | Bull | New York Stock Exchange | Defense, Government, infrastructure, Margins, turnaround | View Pitch |
| Dec 3, 2025 | Fund Letters | Mark L. Yockey | Babcock International Group PLC | Other | Aerospace & Defense | Bull | NYSE | buybacks, Defense, dividends, Europe, growth, infrastructure, Margins, NATO | View Pitch |
| Dec 3, 2025 | Fund Letters | Jason L. White | Babcock International Group PLC | Other | Aerospace & Defense | Bull | NYSE | backlog, Contracts, Defense, Government, Margins, Nuclear, Procurement, services, turnaround | 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. | ||||||||