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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | SVN Capital Fund | - | 6.3% | BAF IN, CPRT, DNOPY, KKR, TRIV IN | Compounding, earnings visibility, growth, innovation, long-term | The fund focuses on durable growth companies benefiting from secular demand rather than cyclical rebounds. Earnings visibility and reinvestment opportunities underpin long-term compounding. Market volatility is viewed as an opportunity to add to high-conviction positions. | TRIV IN DNOPY CPRT KKR |
View |
| 2025 Q1 | Apr 29, 2025 | Polen Capital – Emerging Markets Growth | 1.7% | 1.7% | DLO, DNOPY, LVS, TME, TOTS3 BZ | - | View | ||
| 2024 Q1 | Mar 31, 2024 | Platinum International Brands Fund | 0.7% | 0.7% | DNOPY, NVDA | - | View | ||
| 2025 Q3 | Oct 29, 2025 | Polen Capital – Emerging Markets Growth | 7.6% | 22.5% | 145020 KS, 2345 TT, CATL, DNOPY, POST, PRX NA | AI, China, Electrification, India, Taiwan | Polen Capital highlights optimism for emerging markets driven by healthier fiscal policy, structural growth, and demographic tailwinds. The fund focuses on high-quality, innovative companies like CATL, TSMC, and Prosus benefiting from AI, electrification, and consumer shifts. Despite short-term volatility, valuations remain attractive relative to developed markets. | DNP HUGEL INP ACCT PROS CATL DNP HUGEL INP ACCT PROS CATL |
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| 2025 Q3 | Oct 24, 2025 | Rowan Street Capital | 0.2% | 20.4% | ADYEY, DNOPY, META, NFLX, SHOP, SPOT, TOI CN, TSLA, TTD | AI, Compounding, Founders, Quality, Tesla | Rowan outperformed with a 20.4% YTD gain, emphasizing founder-led compounders like Meta, Shopify, and Adyen. The fund reallocated from Spotify to Tesla, citing Teslas multi-layered moats in manufacturing, AI, data, and robotics. Managers view Tesla as a generational opportunity built on vertical integration and structural compounding power across autonomy and energy. | SPOT TSLA SPOT TSLA |
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| 2025 Q3 | Oct 20, 2025 | Sands Capital Emerging Markets Growth Fund | 5.0% | 21.5% | 000660 KS, 005930 KS, 6862 CH, BBCA IJ, BHARTI IN, CATL, DNOPY, GLOB, HDFCB IN, MELI, NU, RIGD LN, SE, TCEHY, TSM | Artificial Intelligence, E-Commerce, emerging markets, Fintech, semiconductors | The fund highlights how AI adoption and financial inclusion are reshaping emerging markets. Technology hardware and semiconductor exposure benefits from surging AI infrastructure demand in Taiwan and Korea, while digital finance platforms in Latin America drive inclusion-led growth. Consumer internet leaders continue expanding in e-commerce and payments across Asia and Latin America. | View | |
| 2024 Q4 | Jan 8, 2025 | SVN Capital Fund | - | 11.8% | BAF IN, DNOPY, KKR, RMS FP | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Diamond Hill International | 5.7% | 12.4% | 4GNA GR, CFR SJ, CNQ, CPG LN, DNOPY, FFH CN, HDB, HWDN LN, K34 GR, SNN | - | View | ||
| 2022 Q4 | Aug 2, 2023 | Polen Capital – Emerging Markets Growth | 12.6% | -21.8% | 1YL GR, 2518 HK, 8139 JP, BZG GR, DNOPY, HMPRO TB, LVS, TYG GR | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill International | 5.7% | 12.4% | 005930 KS, 0Q0J LN, 4503 JP, 8GC SW, ASAZY, CVE, DNOPY, UCB BB | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 25, 2026 | Seeking Alpha | Seeking Alpha | Dino Polska S.A. | Retail | Food Retail | Bull | Over-the-Counter | Cost management, Dino Polska, EBITDA margin, growth strategy, long-term return, retail expansion, rural Poland, self-checkouts, union negotiations, wage increases | View Pitch |
| Jan 8, 2026 | Fund Letters | Shreekkanth Viswanathan | Dino Polska S.A. | Consumer Staples | Food Retail | Bull | Dubai Financial Market | compounding, expansion, grocery, Poland, Regulations, retail, Staples, traffic | 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. | ||||||||