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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill International | 11.7% | 16.1% | 7451 JP, 8058 JP, AIBG ID, BABA, BNZL LN, GXI GR, HNAL IN, M5W GR, TSCO, TSM, UCB BB | capital returns, diversification, Governance, international, Intrinsic Value | The letter emphasizes intrinsic value investing in non-U.S. equities trading at discounts to long-term fundamentals. Corporate governance reform, capital returns, and balance sheet strength are key drivers of upside. Regional diversification provides exposure to differentiated economic cycles. | HAL IN |
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| 2025 Q2 | Jul 17, 2025 | Polen Capital – International Growth | 6.9% | 6.9% | 8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME | Compounding, earnings, International Growth, Quality, valuation | The letter emphasizes international growth opportunities in businesses with strong competitive positions and long-duration earnings power. Management argues that non-U.S. markets offer attractive relative valuations without sacrificing quality or growth. The focus remains on compounding intrinsic value over full market cycles. | IBN ICLR GLOB AON SAP GR 8035 JP MELI |
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| 2025 Q2 | Jul 16, 2025 | Liontrust GF Special Situations Fund | 3.4% | - | 002292 CH, AJB LN, AZN, BNZL LN, BP, MAB1 LN, RWS LN, SHELL LN, SXS LN | catalysts, Quality, Restructuring, specialsituations, UKequities | The strategy focuses on differentiated UK equities with structural competitive advantages, strong balance sheets, and self-help catalysts. The fund targets opportunities where operational improvements, reinvestment, or portfolio simplification can unlock long-term value. Special situations continue to offer alpha through disciplined bottom-up selection amid UK market inefficiencies. | View | |
| 2025 Q1 | Apr 30, 2025 | Bell Global Equities Fund | -8.6% | -8.6% | 4684 JP, AUTO LN, BJ, BNZL LN, DECK, ENX FP, IT | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Polen Capital – International Growth | 9.2% | -30.0% | AON, BNZL LN, CAN, GLOB, SAP, SHOP, TCEHY, TEMN SW, ULVR LN | - | View | ||
| 2025 Q3 | Oct 28, 2025 | Harris Associates International Equity Strategy | 4.1% | 26.7% | AMV0 GR, BABA, BNZL LN, CNH, DSV DC, DSY FP, EDEN FP, GLEN LN, HEX NO, ITRK LN, KER FP, SHL GR | AI, commodities, Global Equities, industrials, Value Investing | The fund emphasized opportunities in undervalued international equities, noting strong contributions from Kering, Alibaba, and Glencore. Management highlighted AI as a structural growth driver, especially in China, with firms like Alibaba leveraging AI cloud capabilities. Industrials and commodities exposure, including Glencore and CNH Industrial, benefited from cyclical recovery and supportive copper market trends. | GLEN LN BABA GLEN LN BABA |
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| 2023 Q2 | Jul 19, 2023 | Polen Capital – International Growth | 3.3% | 3.9% | 6920 JP, BNZL LN, HDB, ICON, SGE LN, SHOP, TEP AV | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | David G. Herro | Bunzl Plc | Consumer Staples | Distribution | Bull | NYSE | cash flow, defensive, Distribution, M&A, Re-rating, scale | 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. | ||||||||