EZJ Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 7, 2025	Oldfield Partners Overstone Global Large Cap	5.8%	26.7%	005930 KS, 1 HK, BABA, EZJ, HEIA NA	Artificial Intelligence, contrarian, Global Equities, valuation, Value Investing	The strategy focuses on global large-cap value stocks trading at discounts to intrinsic value due to cyclical pessimism and macro uncertainty. Oldfield highlights balance-sheet strength and earnings resilience as markets overly reward growth narratives. Value investing remains compelling as valuation discipline and mean reversion assert themselves.	CKHUY US BABA US 005930 KS	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of EZJ

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

EZJ

EZJ

Letters With This Ticker

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BSD Shareholders of EZJ

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