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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 25, 2025 | Oldfield Partners Overstone Global Large Cap | 8.7% | 19.7% | 6971.T, 9433.T, BABA, BNZL.L, BT-A.L, CB, DIS, FRE.DE, NOV, SSNC, WTB.L | Bubble, diversification, Dollar, global, valuation, value | The portfolio trades at only 11x earnings, a 15% discount to its historical average, while the S&P 500 appears expensive at 22x forward earnings representing a 40% premium to its 20-year average. The Shiller price-to-earnings ratio currently stands at 38x, a level historically associated with near-zero real returns over the subsequent decade. | BNZL.L 6971.T |
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| 2026 Q2 | Jul 28, 2026 | Ariel International Fund | 21.5% | - | 2382.HK, 2454.TW, 300124.SZ, 3759.HK, 6981.T, AQN, BT-A.L, IFX.DE, MRK.DE, ORA.PA, ORSTED.CO, TSM | AI, Asia, Biotechnology, international, semiconductors, technology, Telecom, value | View | ||
| 2026 Q2 | Jul 28, 2026 | Ariel Global Fund | 27.9% | - | 2359.HK, 2382.HK, 2454.TW, 300124.SZ, 3759.HK, 600563.SS, 6981.T, BT-A.L, COF, DIS, DT, FDX, FXFH, INTC, MRK.DE, ORSTED.CO, PPL, T | AI, Biotechnology, China, Energy Transition, global, semiconductors, Telecommunications, value | View | ||
| 2025 Q3 | Oct 15, 2025 | Ariel Global Fund | 5.0% | - | 009150.KS, 0425.HK, 3436.T, 6460.T, 6981.T, BT-A.L, FDX, FME.DE, FSLR, HUM, INF.L, INTC, MTB, PUB.PA, ROG.SW, SYENS.BR, VT | AI, Energy Transition, global, healthcare, semiconductors, Telecommunications, value | The fund is positioned to benefit from Edge AI adoption through holdings in semiconductor and electronic component companies. Murata Manufacturing is benefiting from rising demand for Edge AI which significantly increases multilayer ceramic capacitor content per device. Samsung Electro-Mechanics is well-positioned to benefit from rising Edge AI adoption and accelerating demand for AI accelerators. | 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. | ||||||||