| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Harris Associates International Equity Strategy | 12.8% | 21.7% | 105560 KS, 6273 JP, ASML, ASRNL NA, BABA, BAYN GR, CON GR, MC FP, WLN FP | Balance Sheets, currency effects, International Value, Sentiment, Valuation Discount | The letter highlights international equities as a fertile hunting ground for value opportunities due to persistent investor pessimism and currency-adjusted discounts. Management focuses on globally competitive companies trading below intrinsic value because of temporary macro or sentiment-driven headwinds. A long-term horizon and balance-sheet strength underpin the return outlook. | 6273 JP ASML MC FP BABA BAYN GR CON GR 105560 KS |
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| 2024 Q1 | Apr 15, 2024 | Harris Associates International Equity Strategy | 0.2% | 0.2% | BAYN GR, BXB AU, CON GR, DTG GR, IES GR, MBG GR, PRU LN, SKG LN, SN/ LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | David Herro | Continental AG | Consumer Discretionary | Auto Parts & Equipment | Bull | Xetra | Autosuppliers, Electrification, Margins, restructuring, Tires | 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. | ||||||||