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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Polen Capital – International Growth | 6.9% | 6.9% | 8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME | Compounding, earnings, International Growth, Quality, valuation | The letter emphasizes international growth opportunities in businesses with strong competitive positions and long-duration earnings power. Management argues that non-U.S. markets offer attractive relative valuations without sacrificing quality or growth. The focus remains on compounding intrinsic value over full market cycles. | IBN ICLR GLOB AON SAP GR 8035 JP MELI |
View |
| 2025 Q1 | May 2, 2025 | Ashva Capital Management | -13.6% | -13.6% | IBN, LRN, UBER | - | View | ||
| 2024 Q2 | Jul 18, 2024 | Harding Loevner Emerging Markets Equity | 12.2% | 11.6% | 002050 CH, 1590 TT, 5274 TT, HDFCLIFE IN, IBN, LZRFY, TSM | - | 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 |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Todd Morris | ICICI Bank Limited | Financials | Diversified Banks | Bull | New York Stock Exchange | Credit_Growth, Financial_Inclusion, India, Retail_Banking | View Pitch |
| Aug 13, 2025 | Seeking Alpha | JP Research | ICICI Bank Limited | Financials | Banks - Regional | Bull | NYSE | — | 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. | ||||||||