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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | ACATIS Investment | - | -0.2% | 2330 TT, 6920 JP, AMRZ, ANSS, CLS CN, CRM, DWNI GR, HAL, HIMS, HOLX, ICE, ISRG, KGH PW, KRN GR, KVUE, KYGA IR, LRCX, PEP, SNPS, UMI BB, UNH, UPWK, VNA GR, ZAL GR | energy security, fiscal deficits, Global Fragmentation, Industrial Policy, Trade Policy | The report discusses mounting geopolitical fragmentation and policy uncertainty, emphasizing how trade tensions, fiscal imbalances and shifting global alliances are reshaping capital flows and regional growth prospects. Management highlights structural challenges in Europe alongside opportunities tied to industrial policy, energy security and technological sovereignty. In this environment, ACATIS positions portfolios toward globally competitive companies with resilient business models and exposure to long-term structural trends rather than cyclical macro swings. | UPWK UMI BB PEP KGH PW HIMS HAL ZAL GR CLS CN SNPS HOLX ICE KRN GR 2330 TT |
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| 2025 Q2 | Jul 18, 2025 | Invesco Discovery Fund | 17.2% | 3.0% | AAON, CLS CN, CRS, CWAN, DUOL, ESE, EXLS, FLS, FN, INSP, SG | AI investment, earnings, growth, industrial renewal, stock selection | The letter underscores confidence in US growth driven by AI investment, industrial renewal, and improving earnings visibility. Management emphasizes stock selection within industrials and technology as the primary return driver rather than macro forecasting. The outlook favors premier growth compounders with durable competitive positions. | View | |
| 2025 Q3 | Oct 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | ARGX, CLS CN, DOL CN, HSBC, KBC BB, NZYMB SW, SAN | Artificial Intelligence, banks, emerging markets, Europe, healthcare | ClearBridges international growth strategy navigated mixed global conditions, repositioning bank holdings and adding exposure to AI infrastructure names like Celestica. The team sees opportunity in Europe and Asia, particularly Japan and China, as weaker U.S. dollar trends and policy easing support equities. Biotech, industrial innovation, and digital infrastructure remain key focus areas. | CLS CN UCB BB |
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| 2024 Q3 | Sep 30, 2024 | TMR Long Short Opportunities | 0.0% | 12.5% | CLS CN | - | View | ||
| 2024 Q3 | Sep 30, 2024 | TMR Partners Long Only | 0.0% | 20.9% | CLS CN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Celestica Inc. | Information Technology | Electronic Equipment & Instruments | Bull | New York Stock Exchange | AI, cloud, Customer loyalty, Defense, Electronics Manufacturing, infrastructure | View Pitch |
| Jan 8, 2026 | Fund Letters | Michael E. Schroer | Celestica Inc. | Information Technology | Electronic Manufacturing Services | Bull | New York Stock Exchange | AI, Canada, electronics, hyperscalers, manufacturing, Networking | View Pitch |
| Nov 29, 2025 | Fund Letters | Elisa Mazen | Celestica Inc. | Information Technology | Electronic Manufacturing Services | Bull | NYSE | AI, buybacks, growth, infrastructure, manufacturing, Margins, valuation | 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. | ||||||||