HTGPF Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Nov 4, 2025	Aristotle/Saul Global Equity Fund	5.1%	16.0%	005930.KS, 3064.T, BN, CCJ, D05.SI, FCFS, GOOGL, HTGPF, LEN, MLM, MSFT, MUV2.DE, NEM.DE, NVDA, SONY, TSLA	AI, global, Memory, semiconductors, technology, Trade Policy, value	The fund maintained a bottom-up focus on high-quality companies across regions, with an emphasis on durable franchises and disciplined valuation. Performance was supported by exposure to financials and industrials, while weakness in certain technology holdings weighed modestly. Management remains optimistic about international recovery as interest rate cycles normalize and valuations outside the U.S. remain attractive.	NEM GR 4385 JP FCFS 005930 KS NEM GR 4385 JP FCFS 005930 KS	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of HTGPF

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

HTGPF

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Letters With This Ticker

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BSD Shareholders of HTGPF

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