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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Touchstone Sands Capital International Growth Equity Fund | 1.1% | 1.1% | 6098 JP, EVD GR, FLUT, HDFCB IN, MELI, SE, SHOP, SPOT, TSM | - | View | ||
| 2023 Q3 | Oct 9, 2023 | Longriver Investment Partners | -10.7% | - | 669 HK, 700 HK, BRK/A, EVO SS, HDFCB IN, NTES, TSM | - | View | ||
| 2025 Q3 | Oct 21, 2025 | Hardman Johnston International Equity | 8.5% | 36.2% | 6501 JP, 7269 JP, DTE GR, HDFCB IN, ICICIBC IN, IFX GR, MELI, NVO, PRX NA, PRY IM, SDZ SW, STM, TEAM, TSM, UCB BB | AI, Europe, healthcare, International Equities, semiconductors | The fund benefited from strong stock selection in Europe and Asia, led by AI-related semiconductor names like TSMC and STMicroelectronics. Healthcare and consumer discretionary sectors also contributed, while financials and Japan detracted. The outlook highlights opportunity in undervalued international equities amid tariff normalization and AI-led productivity investment. | SUZUKI PROS SDZ UCB |
View |
| 2025 Q3 | Oct 20, 2025 | Sands Capital Emerging Markets Growth Fund | 5.0% | 21.5% | 000660 KS, 005930 KS, 6862 CH, BBCA IJ, BHARTI IN, CATL, DNOPY, GLOB, HDFCB IN, MELI, NU, RIGD LN, SE, TCEHY, TSM | Artificial Intelligence, E-Commerce, emerging markets, Fintech, semiconductors | The fund highlights how AI adoption and financial inclusion are reshaping emerging markets. Technology hardware and semiconductor exposure benefits from surging AI infrastructure demand in Taiwan and Korea, while digital finance platforms in Latin America drive inclusion-led growth. Consumer internet leaders continue expanding in e-commerce and payments across Asia and Latin America. | View | |
| 2024 Q2 | Jul 23, 2024 | Longleaf Partners International Fund | 11.2% | 10.4% | 6BE GR, DELHY, ERF FP, HDFCB IN, KER FP, PROSY, TIGO | - | View | ||
| 2024 Q2 | Jul 18, 2024 | Harding Loevner International Equity | 9.5% | 11.5% | 4519 JP, 6758 JP, ASAZY, BAP, BBVA, BHP, DBS SP, HDFCB IN, IBN, TSM | - | View | ||
| 2024 Q2 | Jul 16, 2024 | Polen Capital – International Growth | 3.3% | 3.9% | 8035 JP, ADS GR, AON, HDFCB IN, ICON, LSRCY, SAP GR, SGE LN, TEP FP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||