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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Auscap Asset Management | - | 12.5% | 360.AX, ALQ.AX, AMC.AX, APE.AX, ARB.AX, AUB.AX, BRG.AX, BXB.AX, CAR.AX, CQR.AX, CSL.AX, GMD.AX, HDN.AX, MQG.AX, NCK.AX, NHF.AX, NST.AX, ORG.AX, QUB.AX, REA.AX, REH.AX, RMD.AX, RWC.AX, SHL.AX, SIG.AX, WTC.AX | Australia, equities, Performance, portfolio | View | ||
| 2025 Q2 | Jun 30, 2025 | Oakmark International Fund | 12.6% | - | 6273.T, 9434.HK, ABI.BR, ASML, ASRNL.AS, BABA, BAYN.DE, BXB.AX, CON.DE, CPG.L, HEN3.DE, HOLN.SW, MC.PA, SCHP.SW, WLN.PA | Asia, Automation, Banking, Europe, insurance, international, semiconductors, value | ASML represents a dominant position in lithography equipment with an effective monopoly in EUV technology. The company benefits from structural demand growth driven by AI and data centers, despite recent customer capex cuts creating attractive entry valuations. | 6273.T ASR.AS ASML |
View |
| 2023 Q2 | Jun 30, 2023 | Devon Alpha Fund | 4.1% | - | AAPL, APM.AX, AUB.AX, BXB.AX, EBO.AX, FBU.NZ, FCG.NZ, FPH.NZ, IFT.NZ, JHX.AX, MSFT, MTS.AX, NVDA, PCT.NZ, PLS.AX, RIO, RYM.AX | Australia, dividends, healthcare, infrastructure, Mining, New Zealand, value | Strong performance from mining companies including Rio Tinto (+7.2%), Pilbara Minerals (+10.9%), and Brambles benefiting from improved cost pressures with significant falls in lumber prices. Mining sector performance was a key driver across multiple funds. | View | |
| 2024 Q1 | Apr 15, 2024 | Oakmark International Fund | 8.8% | 0.0% | BAYN.DE, BXB.AX, DTG.DE, MBG.DE, SKG.L, SN.L, WRK | Europe, healthcare, industrials, international, value | The fund focuses on purchasing companies at discounts to intrinsic value estimates. All three new positions were acquired at discounts to estimated intrinsic value despite improving fundamental outlooks. | SN.L SKG.L BXB.AX BAYN.DE DTG.DE |
View |
| 2024 Q1 | Apr 15, 2024 | Harris Associates International Equity Strategy | 0.2% | 0.2% | BAYN.DE, BXB.AX, CON.DE, DTG.DE, ISP.MI, MBG.DE, PRU.L, SKG.L, SN.L | Autos, Europe, financials, healthcare, international, value | The fund invests in businesses priced at substantial discounts to intrinsic value estimates. Multiple new positions were initiated at discounts to intrinsic value including Brambles, Smurfit Kappa, and Smith & Nephew. The strategy focuses on finding value regardless of what is in favor at any given moment. | View | |
| 2023 Q1 | Mar 31, 2023 | Devon Alpha Fund | 4.7% | 4.7% | ALL.AX, ANZ.AX, BHP.AX, BXB.AX, CEN.NZ, CWY.AX, HSO.AX, JHX.AX, MET.NZ, MPL.AX, MQG.AX, NAB.AX, NCM.AX, OML.AX, RMD, SIQ.AX, SUN.AX, TLS.AX, VGL.NZ, WFD.AX, WOW.AX | Australia, Banking, dividends, Mining, New Zealand, Telecommunications, value | Mining sector showed strength during March as China looks to stimulate their economy more aggressively while putting Covid behind them. BHP was added to portfolios as valuation became more attractive following price weakness. Economic data from China continues to be positive as they exit their Covid impacted period, with growth in steel production expected this year and a supportive iron ore price environment. | View | |
| 2024 Q4 | Dec 31, 2024 | Devon Alpha Fund | 0.4% | - | AIA.NZ, ALL.AX, ANZ.AX, BXB.AX, CAR.AX, CEN.AX, CWY.AX, GMG.AX, HSO.AX, MCY.NZ, MET.NZ, MFT.NZ, MWE.NZ, NPH.NZ, OML.AX, POT.NZ, RMD, SEK.AX, SPI.AX, VGL.NZ, WOW.AX | Australia, dividends, gaming, infrastructure, Logistics, New Zealand | Multiple infrastructure assets featured prominently including Contact Energy benefiting from new geothermal capacity commissioning, Port of Tauranga positioned for recovery in export shipments, and Auckland International Airport removing overhang through council stake sale. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark International Fund | Brambles | Capital Goods | Commercial Services & Supplies | Bull | ASX | Australia, Digital transformation, Equity, Logistics, market leader, Pallets, Pooling Model, supply chain | 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. | ||||||||