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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Ariel International Fund | 7.6% | 0.0% | AMIGY, APTV, DTG.DE, ELE.MC, FMS.DE, FUJHY, JD, MABUY, NCBDY, NTDOY, OPHLF, RBGLY, SIEGY, SPXCY, STJPF, STLA, TSYHY, VEA, VIV | Autos, Cyclical, Energy Transition, international, undervalued, value | The fund initiated positions in multiple automotive companies including Daimler Truck, Stellantis, and Aptiv, viewing the sector as offering attractive entry points amid cyclical pessimism. The managers see opportunities in electric vehicle transition, operational improvements, and market share gains across different automotive segments. | SIE.DE 3769 JP|4194 CN|4733 JP|APG|CROX|FIX|FLUT|GLEN LN|JD/ LN|MTX GR|PSI CN|TKO|WISE LN|ZETA APTV ELE.MC FME.DE 7832.T STLA DTG.DE 7270.T |
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| 2024 Q4 | Feb 19, 2025 | Voss Value Fund | 9.5% | 19.9% | AMTM, CTS.TO, EEFT, FUJHY, MBGYY, PLYA, SWI | Long/Short, M&A, small caps, special situations, undervalued, value | The fund focuses on identifying undervalued securities trading at significant discounts to intrinsic value. The manager emphasizes valuation discipline as a core investment virtue and seeks idiosyncratic, value-oriented special situations amid market extremes. | AMTM FUJHY MBGYY EEFT |
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| 2024 Q3 | Sep 30, 2024 | Ariel International Fund | 7.6% | 0.0% | 005930.KS, CHKP, FUJHY, JD, PUB.PA, SNY, STLA, TSCO.L | Autos, China, cybersecurity, healthcare, international, Stimulus, technology, value | JD.com benefited from China's stimulus measures that boosted consumer confidence and spending. The company's strategic diversification into general merchandise, third-party marketplace expansion, and advertising monetization contributed to consecutive quarterly earnings beats. JD.com is positioned to capitalize on China's home appliance trade-in program. | TSCO.L PUB.PA 005930.KS STLA FUJHY NPSNY CHKP 3769 JP|4194 CN|4733 JP|APG|CROX|FIX|FLUT|GLEN LN|JD/ LN|MTX GR|PSI CN|TKO|WISE LN|ZETA |
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| 2024 Q4 | Feb 19, 2025 | Voss Value Offshore Fund | 9.6% | 19.2% | AMTM, CTS.TO, EEFT, FUJHY, J, MBGYY, PLYA, SWI, TM, TSLA | buyouts, Long/Short, M&A, small caps, special situations, value | The fund's main theme for 2025 focuses on small cap M&A and special situations after two years of dismal deal flow. Three quick wins from acquisitions occurred year-to-date: SWI, CTS CN, and PLYA. The manager expects several additional portfolio companies to be acquired as the year progresses. | AMTM FUJHY MBGYY EEFT |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Ariel International Fund | Subaru Corporation | Consumer Discretionary | Automobile Manufacturers | Bull | OTC | automotive, Business fundamentals, Electric Vehicles, foreign exchange, Incentives, Japan, market share | View Pitch |
| Apr 13, 2026 | Fund Letters | Voss Value Offshore Fund | Subaru Corporation | Consumer Discretionary | Automobile Manufacturers | Bull | OTC | acquisition target, capital return, EV Strategy, Free Cash Flow, Japanese Auto, net cash, Toyota Partnership, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Voss Value Fund | Subaru Corporation | Consumer Discretionary | Automobile Manufacturers | Bull | OTC | automotive, capital return, cash-rich, defensive, Japanese, Toyota, Value | 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. | ||||||||