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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Renaissance Investment Management – International Small Cap Equity | - | - | 425 HK, FIHL, NOMD, TSEM IT | China, EVs, International Equities, semiconductors, tariffs | International small caps outperformed U.S. equities with strong gains in Asia and Europe. Tower Semiconductor and Minth Group illustrate exposure to AI hardware and EV components. The managers see long-term opportunities in undervalued international equities, especially as tariffs and macro risks stabilize. | TSEM TSEM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 21, 2026 | Seeking Alpha | Seeking Alpha | Fidelis Insurance Holdings Limited | Insurance | Diversified Insurance | Bull | New York Stock Exchange | Book Value, buybacks, diversified insurance, Fidelis Insurance, investment portfolio, Niche markets, Partnership, Reinsurance, Russian aviation claims, 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. | ||||||||