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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 21, 2026 | Vela International Fund | -0.9% | -0.9% | ABEV, ABF.L, AGI, ALLFG.L, ARCO, BAKKA.OL, DUE.DE, GLOB, GRG.L, HIK.L, IPAR, ITP.PA, JET2.L, NOMD, OGC.TO, SBRE.L, SU, TTE, UMG.AS, UNTR.JK, WIE.VI | energy, Geopolitical, gold, international, Luxury, Travel, value | View | ||
| 2025 Q3 | Oct 10, 2025 | Oakmark Fund- International Small Cap | 0.8% | 27.6% | 1128.HK, 4613.T, 6951.T, 6965.T, AMP.MI, ATE.PA, AZM.MI, BAKKA.OL, HAS.L, JDEP.AS, LXS.DE, RBT.PA, VALMT.HE | Asia, Cyclical Recovery, Engineering Services, Europe, Medical Devices, small caps, value | Wynn Macau was the top contributor during the quarter despite delivering underwhelming second-quarter results. Performance was supported by a strengthening Macau market, benefiting Wynn as one of just six licensed operators in the city. The company plans to introduce updated rooms and a revamped Chairman's Club to bolster its position in the premium segment. | CFF FP KSPI JP 6951 JP ALT FP |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | Bakkafrost | Consumer Staples | Packaged Foods & Meats | Bull | Oslo Stock Exchange | Aquaculture, Cyclical, Faroe Islands, Nordic, premium pricing, Salmon Farming, 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. | ||||||||