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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill International | 11.7% | 16.1% | 7451 JP, 8058 JP, AIBG ID, BABA, BNZL LN, GXI GR, HNAL IN, M5W GR, TSCO, TSM, UCB BB | capital returns, diversification, Governance, international, Intrinsic Value | The letter emphasizes intrinsic value investing in non-U.S. equities trading at discounts to long-term fundamentals. Corporate governance reform, capital returns, and balance sheet strength are key drivers of upside. Regional diversification provides exposure to differentiated economic cycles. | HAL IN |
View |
| 2025 Q2 | Jul 2, 2025 | AVI Global Trust | - | - | 4527 JP, 7912 JP, AKRBP NO, APO, CDI FP, DIE BB, ENT LN, GXI GR, NWSA, RKT LN | activism, catalysts, Closed-End Funds, Discounts, net asset value | The letter focuses on unlocking value in closed-end funds trading at persistent discounts to net asset value. Management highlights activism, corporate actions, and market catalysts as tools to narrow discounts and enhance shareholder returns. The outlook remains constructive given wide discounts and improving sentiment. | View | |
| 2025 Q1 | Apr 30, 2024 | AVI Global Trust | - | - | 6201 JP, GXI GR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Oakmark Fund- International Small Cap | 8.2% | 8.2% | GXI GR, IOS GR, ISS DC, TPK LN, ZGN | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Artisan Global Discovery | 2.7% | 16.1% | ANET, GALD SW, GXI GR, MNDY, MPWR, MTSI, NZM GR, ON, PSTG, SGE LN | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill International | 5.7% | 12.4% | 700 HK, 8058 JP, ARVND IN, CNH, EVO, GXI GR, SPOT, TSM, WALMEX MM, WHC AU | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Artisan Global Discovery | 7.6% | 13.1% | BSY, CNHI, CPR IM, CWAN, GXI GR, HAPVY, HUBS, LSCC, NDAQ, NEF GR, SIVBQ, SMIN LN, WST | - | View | ||
| 2022 Q4 | Jan 20, 2023 | Artisan Global Discovery | 7.6% | 13.1% | 0ABI LN, 0I4Q LN, CNHI, CTLT, GMAB, GXI GR, IR, LSCC, MPWR, PUMA, RYTM, SAIA, SIVB, TEAM, ZS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Jason L. White | Gerresheimer AG | Health Care | Life Sciences Tools & Services | Bear | biologics, Costs, Cyclicality, Destocking, Margins, Packaging, pharma | 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. | ||||||||