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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 | Brown Capital Management International All Company Fund | -4.5% | 6.7% | 3064 JP, CYBR, DSY FP, MNDY, SHOP | Artificial Intelligence, Growth Stocks, innovation, long-term, software | Brown Capital underperformed benchmarks as software names lagged during a value-led quarter but reiterated conviction in Exceptional Growth Companies. Holdings like Dassault Systèmes, Shopify, and CyberArk demonstrate long-term scalability and integration of AI into mission-critical workflows. The firm continues investing in innovation and AI infrastructure to enhance its research edge. | View | |
| 2025 Q3 | Oct 28, 2025 | Harris Associates International Equity Strategy | 4.1% | 26.7% | AMV0 GR, BABA, BNZL LN, CNH, DSV DC, DSY FP, EDEN FP, GLEN LN, HEX NO, ITRK LN, KER FP, SHL GR | AI, commodities, Global Equities, industrials, Value Investing | The fund emphasized opportunities in undervalued international equities, noting strong contributions from Kering, Alibaba, and Glencore. Management highlighted AI as a structural growth driver, especially in China, with firms like Alibaba leveraging AI cloud capabilities. Industrials and commodities exposure, including Glencore and CNH Industrial, benefited from cyclical recovery and supportive copper market trends. | GLEN LN BABA GLEN LN BABA |
View |
| 2025 Q3 | Oct 16, 2025 | Polen Capital – International Growth | -4.5% | 2.1% | ASM NA, ASML, DSY FP, ICLR, MNDY, SAP, SGE LN, SHOP, TCEHY | Artificial Intelligence, emerging markets, healthcare, semiconductors, software | The fund underperformed due to volatility in software and IT sectors but reinforced its conviction in AI-driven semiconductor and automation growth. Polen initiated positions in Disco Corp and ASM International to capture the AI semiconductor supply chain, while maintaining exposure to Tencent for emerging-market digital expansion. Managers expect AI and healthcare innovation to drive future international growth returns. | ASM NA 6902 JP SAP GR MNDY US SAGE LN ICON IE ASML NA SHOP CN |
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| 2025 Q3 | Oct 10, 2025 | Oakmark Global Select Fund | 3.4% | 17.3% | BABA, CHTR, DSY FP | AI, Broadband, Cloud, innovation, Virtual Twin | The letter highlights selective exposure to global technology and communication firms such as Alibaba and Charter, emphasizing AI-led growth and virtual twin software as durable innovation areas. It notes temporary headwinds in broadband but long-term compounding opportunities from digital platforms and infrastructure. | View | |
| 2025 Q3 | Oct 10, 2025 | Oakmark International Fund | 3.9% | 26.3% | BNZL, CNH, DSY FP, FEMSAUBD MM, HEX NO, ITRK LN, KER FP, SHL GR | Automation, healthcare, industrials, Luxury, value | The commentary underscores international opportunities in European luxury, industrial automation, and healthcare technology. Holdings in Kering and Siemens Healthineers exemplify quality franchises undergoing operational recovery and margin expansion. Broader portfolio repositioning targets efficiency and long-term value realization. | SHL GR ITRK LN FEMSAUBD MM DSY FP BNZL LN |
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| 2025 Q3 | Oct 10, 2025 | Oakmark Global Fund | 4.1% | 15.2% | CRM, DSY FP, HEX NO, KER FP, MOH, TRGP | Digitalization, energy, Luxury, software, value | The fund discusses positioning in global luxury brands recovering under new leadership, investments in virtual twin and AI software companies, and selective exposure to energy infrastructure. The managers view these as undervalued businesses with structural tailwinds and strong free cash flow generation. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Tucker Brown | Dassault Systemes SE | Information Technology | Application Software | Bull | Euronext Stock Exchange | engineering, Lifecycle, SaaS, Software, Subscriptions | View Pitch |
| Jan 28, 2026 | Fund Letters | David Herro | Dassault Systèmes SE | Information Technology | Application Software | Bear | Euronext Stock Exchange | growth slowdown, Lifecycle, Plm, Quality, Software | View Pitch |
| Nov 29, 2025 | Fund Letters | David G. Herro | Dassault Systèmes SE | Consumer Staples | Application Software | Bull | Euronext Stock Exchange | cloud, innovation, Simulation, Software, switching costs, 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. | ||||||||