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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Harris Associates International Equity Strategy | 7.7% | 7.7% | 2502 JP, 8802 JP, BNP FP, FLUT, GLEN LN, KER FP, MC FP, RTO LN, TKA GR, WPP LN | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Brandes International Equity Fund | 10.8% | 10.8% | 7201 JP, BNP FP, CAP FP, ERJ, ISP IM, KER FP, RI FP, RR/ LN, STM, WPP | - | View | ||
| 2025 Q3 | Oct 28, 2025 | Harris Associates International Equity Strategy | 4.1% | 26.7% | AMV0 GR, BABA, BNZL LN, CNH, DSV DC, DSY FP, EDEN FP, GLEN LN, HEX NO, ITRK LN, KER FP, SHL GR | AI, commodities, Global Equities, industrials, Value Investing | The fund emphasized opportunities in undervalued international equities, noting strong contributions from Kering, Alibaba, and Glencore. Management highlighted AI as a structural growth driver, especially in China, with firms like Alibaba leveraging AI cloud capabilities. Industrials and commodities exposure, including Glencore and CNH Industrial, benefited from cyclical recovery and supportive copper market trends. | GLEN LN BABA GLEN LN BABA |
View |
| 2022 Q3 | Oct 26, 2022 | Polen Capital – International Growth | 3.3% | 3.9% | ADS GR, EPM, GLOB, ICLR, J2B GR, KER FP, MELI, SAP, TME | - | View | ||
| 2025 Q3 | Oct 10, 2025 | Oakmark International Fund | 3.9% | 26.3% | BNZL, CNH, DSY FP, FEMSAUBD MM, HEX NO, ITRK LN, KER FP, SHL GR | Automation, healthcare, industrials, Luxury, value | The commentary underscores international opportunities in European luxury, industrial automation, and healthcare technology. Holdings in Kering and Siemens Healthineers exemplify quality franchises undergoing operational recovery and margin expansion. Broader portfolio repositioning targets efficiency and long-term value realization. | SHL GR ITRK LN FEMSAUBD MM DSY FP BNZL LN |
View |
| 2025 Q3 | Oct 10, 2025 | Oakmark Global Fund | 4.1% | 15.2% | CRM, DSY FP, HEX NO, KER FP, MOH, TRGP | Digitalization, energy, Luxury, software, value | The fund discusses positioning in global luxury brands recovering under new leadership, investments in virtual twin and AI software companies, and selective exposure to energy infrastructure. The managers view these as undervalued businesses with structural tailwinds and strong free cash flow generation. | View | |
| 2024 Q4 | Jan 28, 2025 | Citadel Value Fund SICAV | - | - | BC, JST GR, KER FP, MPAC LN, TGS | CashFlow, Discipline, Quality, risk, valuation | Valuation: The portfolio trades at a 44% discount to intrinsic value with a 6% look-through FCF yield and ~8x EV/EBITA, far below global equity indices. Citadel highlights the extreme valuation dispersion created by the Magnificent Seven and argues that deep value opportunities are unusually attractive. Quality: The Fund increased positions in several high-quality industrial and technology names (Continental, Nichirin, Samsung, Sumco, TGS) following share price weakness. New positions in Jost Werke, Kering and Brunswick were selected for strong market positions, resilient profitability, capable management and long runways for recovery. Risk: The letter stresses that permanent capital lossnot volatilityis true risk. The Stellantis exit illustrates this philosophy; despite a strong 2023, operational missteps in 2024 revealed growing risk, prompting divestment. | View | |
| 2024 Q3 | Sep 30, 2024 | Oakmark International Fund | 8.8% | 0.0% | DEO, KER FP, PRNDY | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Oakmark Global Fund | 7.5% | 0.0% | 3626 JP, AKZOF, DEO, KER FP, STJ LN | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Harding Loevner Global Equity | 5.2% | 15.6% | AAPL, ADYEN, AIA, AMAT, AMZN, ASML, DHR, HLN LN, KER FP, OR FP, PINS, RGEN, SU FP, TMO | - | View | ||
| 2024 Q2 | Jul 29, 2024 | Mayar Capital | 7.7% | 9.6% | ALO FP, KER FP, NESM GR, VWS DC | - | 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 Q4 | Jan 16, 2025 | Polen Capital – International Growth | - | - | ACN, CSL AU, EVO SS, ICLR, KER FP, MELI, MNDY, NU, SAP GR, SGE LN, SHOP, SPOT, SU FP, TEMN SW, WTW | - | 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. | ||||||||