BMPS IM Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 19, 2025	Smead International Value Fund	9.1%	28.5%	BMPS IM, MEG CN	Banking, Consolidation, energy, M&A, value	The fund benefited from M&A activity among Canadian energy producers like Cenovus and Strathcona and continued scale benefits in European banking led by Unicredit. Managers draw parallels between oil and banking industries, highlighting consolidation and capital efficiency as key value drivers. The team maintains exposure to established, cash-generative sectors over speculative tech.	UCG MEG SCR CVE	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of BMPS-IM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

BMPS-IM

BMPS-IM

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of BMPS-IM

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