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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Aug 5, 2026 | Fairtree Global Equity Fund | 8.8% | - | 6590.T, 6762.T, 6902.T, 9202.T, 9433.T, ACN, BHP, CFR SW, EDEN.PA, GFI, GOOGL, HOOD, MC.PA, MELI, META, QCOM, SCHW, SOL.JO, TSM | AI, emerging markets, Geopolitical, momentum, semiconductors, technology, value | View | ||
| 2026 Q2 | Jul 8, 2026 | INN8 | - | - | 000660 KS, 005930 KS, 0700.HK, 6600.T, 6857.T, 8035.T, AMD, ARM, AU, BABA, BUD, CFR SW, CPI.JO, DSY.JO, FSR.JO, GFI, GS, IMPUY, INTC, MTN.JO, MU, NPN.JO, NVDA, PRX.AS, SBK.JO | AI, China, gold, inflation, interest rates, IPO, semiconductors, South Africa | View | ||
| 2026 Q2 | Jul 27, 2026 | Baillie Gifford – International Alpha | - | 8.2% | 005930 KS, 0700.HK, 2454.TW, 6098.T, 9984.T, ARGX, CFR SW, DSV.CO, EXPN.L, G24.DE, MTX.DE, PBR, TSM, TTE, WARTSILA.HE | AI, Asia, Energy Transition, growth, semiconductors, software, technology | G24.DE ARGX MTX.DE WARTSILA.HE 9984.T 2454.TW TSM 005930.KS |
View | |
| 2026 Q2 | Jul 23, 2026 | Brandes International Equity Fund | 3.6% | 6.3% | 005930 KS, 012330 KS, 4502.T, 4503.T, BABA, CAP.PA, CFR SW, CNHI, DSFIR.SW, ESSITY-B.ST, IFX.DE, KYGA IR, NICE, NTES, NTR.TO, OTEX, PBR, SAN.PA, SAP.DE, STM, TCOM, TSM, TTE, WALMEX.MX | AI, emerging markets, Enterprise Software, Europe, international, semiconductors, technology, value | NTES KRYAY |
View | |
| 2026 Q2 | Jul 23, 2026 | GCQ Flagship Fund | - | 4.2% | 3994.T, CFR SW, FICO, G24.DE, HEM.ST, INTU, MA, MSCI, MSFT, RMS.PA, RMV.L, SMGN.SW, SPGI, UBER, VRSK | AI, Concentration, global, growth, Network Effects, Quality, valuation | View | ||
| 2026 Q1 | Apr 28, 2026 | Diamond Hill International | 3.5% | 3.5% | 005930 KS, 028260 KS, 0700.HK, CFR SW, CNQ.TO, DGE.L, HDFCBANK.NS, IMO.TO, RTO.L | AI, energy, Geopolitical, international, semiconductors, technology, value | 9435.T RTO.L 028260.KS DEO IMO.TO CNQ.TO 005930.KS |
View | |
| 2023 Q1 | Mar 31, 2023 | East72 Holdings | 1.5% | - | 0001.HK, 2074.SZ, 8TRA.DE, AML.L, BAIN.PA, BOL.PA, CFR SW, EXO.MI, GOOGL, IVG.MI, IWG.L, LBRDK, LIF.TO, MC.PA, MFG.AX, MSGS, NWSA, P911.DE, PAH3.DE, PSHZF, QS, RACE, UHR SW, VIV.PA, VOW3.DE | Autos, Battery, Dynasties, Europe, gaming, IPO, Luxury, value | View | ||
| 2021 Q4 | Feb 16, 2022 | Third Point Offshore Fund | -5.3% | 22.7% | ACN, AMZN, CFR SW, DIS, INTC, INTU, PCG, PRU.L, PSFE, RH, RIVN, UPST | AI, Cloud, E-Commerce, Electric Vehicles, growth, semiconductors, technology, value | INTC ACN AMZN |
View | |
| 2021 Q4 | Jan 28, 2022 | VGI Partners | - | - | 7733.T, AMZN, CFR SW, CME, IAC, MA, PINS, SAP, XM | Concentration, Digital, growth, long-term, technology | View | ||
| 2021 Q4 | Jan 25, 2022 | Steyn Capital Management | - | 51.0% | AEG SJ, CFR SW, TSG SJ | - | View | ||
| 2020 Q4 | Jan 21, 2021 | Steyn Capital Management | - | 11.9% | AIP SJ, CFR SW, EPE SJ, GND SJ, RMH SJ, SUI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2025 | Fund Letters | Michael McCloskey | Compagnie Financière Richemont SA | Consumer Discretionary | Luxury Goods | Bull | Swiss Exchange | Acquisitions, brands, Jewelry, Luxury, Pricing power | 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. | ||||||||