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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 6, 2023 | Ennismore European Smaller Companies Fund | -3.3% | -3.3% | CGM.PA, COA.L, COST.L, EVS.BR, FIE.DE, IGG.L, JUST.L, MOL.MI, MZHN.SW, STB.L, STO.DE, SWON.SW, UPGS.L, VOS.DE, WSU.DE | Absolute return, Europe, industrials, Long/Short, small caps, value | The fund holds significant positions in industrial companies including Vossloh AG (rail equipment), Costain Group (construction), and Washtec AG (car wash equipment). The manager sees value in companies with strong competitive positions and recurring revenue streams from services and spare parts. | WAF.DE |
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| 2024 Q1 | Mar 31, 2024 | Oakmark Fund- International Small Cap | 0.5% | 0.5% | 3626.T, FIE.DE, KONE.HE, STJ.L | Europe, industrials, international, Japan, small caps, value | The fund focuses on purchasing shares at discounts to intrinsic value estimates. Fielmann was purchased at a discount to intrinsic value during industry headwinds. TIS was repurchased when the stock price fell below intrinsic value after previously being sold when it reached fair value. | 3626.T FIE.DE STJ.L KCR1V.HE |
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| 2025 Q3 | Oct 1, 2025 | Vela International Fund | 7.4% | - | AGI.TO, ALLFG.L, ARCO, ARGX, BAP.AX, COA.L, FEVR.L, FIE.DE, FUC.DE, GLOB, HIK.L, IFX.DE, INDV.L, JEL.HK, KRKA.L, NOMD.L, OGC, SRP.L, TECN.SW, WIE.VI | Cash, gold, healthcare, international, tariffs, value | Gold serves as insurance against credit destruction and declining confidence in financial authorities. Current environment supports gold due to high US debt levels, potential Federal Reserve independence threats, and geopolitical tensions from Russia sanctions. Gold miners provide leveraged exposure with focus on low-risk jurisdictions and organic growth. | GLOB COA LN FEVR LN TECN SW HIK LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | Fielmann | Consumer Discretionary | Specialty Retail | Bull | XETRA | Defensive positioning, Eyewear, Germany, Inflection Point, intrinsic value, Margin recovery, Online Disruption Barriers, Optical retail | 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. | ||||||||