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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 30, 2025 | Rozendal Partners | - | 23.0% | AFM CN, B4B GR, BLU SJ, COH SJ, HCI, KO, KSPI, MGROS TI, MTN SJ, NE, NPK SJ, OCE SJ, PPI, PRX NA, SAHOL TI, SES, WINE LN | dislocation, fundamentals, inflation, macro risk, valuation | The letter highlights investing in countries and companies experiencing macroeconomic turmoil that drives capital flight and depressed valuations. Management argues that inflation scares and political risk often create fertile hunting grounds for bottom-up investors. The strategy relies on deep fundamental work rather than macro timing. | View | |
| 2025 Q4 | Feb 8, 2026 | BlackRock Global Dividend Fund | 2.2% | 19.3% | 000001.SZ, 000660.KS, AAPL, ALVY.DE, AVGO, AZN, BABA, CMS, GOOGL, KO, MSFT, REL.L, SONY, TSM | dividends, Europe, financials, global, healthcare, Quality, technology | AI infrastructure demand remains strong, supporting memory companies like SK Hynix. However, AI concerns are creating headwinds for some businesses like RELX, where sentiment remains cautious about AI's potential impact on parts of their operations. The fund focuses on carefully selected quality companies with strong dividend growth potential. The strategy aims to provide dividend growth and consistent returns with lower volatility over the long-term through high-quality, dividend-paying companies. | FBK IM |
View |
| 2025 Q4 | Feb 12, 2026 | Artemis US Select Fund (Class I Accumulation Shares GBP) | 7.0% | 10.0% | AMAT, AMD, AXON, CAH, CTVA, ETN, IQV, KO, LLY, LYV, META, MU, NVT, PH, RCL, WDC | AI, growth, healthcare, Pharmaceuticals, semiconductors, technology, US Equities | The manager expects greater dispersion between AI winners and losers, having demonstrated ability to analyze and identify these groups over the past three years. AMD rallied after announcing significant AI-related partnerships, positioning the fund to benefit from continued AI trade evolution. Healthcare is a sector the manager is optimistic about and has been building exposure to following an extended period of underperformance. Eli Lilly's obesity and diabetes franchise continues to exceed expectations, particularly with Mounjaro sales ahead of estimates. The fund increased semiconductor exposure during the quarter, with Micron completely selling out of memory chips and forecasting higher profit margins. Applied Materials was added as a new position in semiconductor wafer fabrication equipment. | View | |
| 2024 Q4 | Dec 31, 2024 | Artisan International Fund | - | 10.6% | 4091 JP, ABI BB, AER, AMZN, KO, MRO LN, NVO, SHOP | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Latitude Global Fund | - | - | AI FP, AZO, BP, COR, DEO, DG FP, DLTR, FGR FP, GOOG, HEIA NA, JPM, KO, MCK, RYA ID, SONY, TSCO, TXN, UEEC, ULVR LN, V, WEC | compounders, Macro, Resilience, Rotation, volatility | Dislocations driven by shifting global policy, sector rotations, and episodic volatility created opportunities to upgrade the portfolio into long-duration compounders. The manager emphasizes disciplined capital allocation amid uncertainty, focusing on resilient franchises with pricing power. Macro dispersion continues to shape relative value and entry points across global equities. | View | |
| 2025 Q4 | Jan 8, 2026 | NS Partners Ltd | - | - | GOOGL, KO, NVDA, PG | AI, Biotechnology, commodities, emerging markets, energy, global, private equity, technology | The AI build-out is capital intensive with uncertain returns, as leading companies spend gigantic sums in an arms race. Unlike the internet boom, AI requires massive capital investment with datacentres subject to rapid obsolescence. The relentless innovation could make current cutting-edge technology obsolete within years, making satisfactory returns challenging. Private equity and debt markets face significant challenges with funds struggling to exit investments at elevated prices. The industry has taken more companies into funds than can be sold into public markets, creating a major logjam. Rising interest rates and overinvestment have caused pressure to reduce prices, potentially forcing substantial losses. Hard assets offer protection against monetary inflation as governments attempt to print their way out of decline. Construction of datacentres and infrastructure in booming countries require commodities when mines have suffered from underinvestment. Competition between China and the US for strategic metals underpins the outlook for these resources. The oil market has been in three-year consolidation due to subdued growth and large OPEC supply increases. Lower prices damage future supply as producers pull back on new capacity spending. OPEC's spare capacity is limited, and while the world isn't running out of oil, it's running out of oil producible below $60. The biotech sector offers exceptional long-term performance potential despite poor performance in the 2020s. AI is reducing costs and speeding up product development, while new technologies and cost declines are unleashing a wave of new treatments. This combination can underpin a new cycle in a huge market. | View | |
| 2025 Q4 | Jan 7, 2026 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, ADP, APD, AVGO, GOOGL, ITX.MC, KO, LHX, META, MMC, MSFT, NESN.SW, NVDA, ODFL, ORCL, TEL, TMUS, UL, UNP, XOM | AI, Concentration, diversification, dividends, large cap, semiconductors, technology, value | AI will radically change lives, labor markets and the economy, but investors already ascribe trillions of dollars of value to AI-related enterprises while aggregate AI-related revenues are minimal relative to embedded expectations. The landscape is evolving too swiftly to conclude today's favored players will be ultimate winners, with fundamental questions remaining about LLM commoditization and revenue sustainability. The strategy's average holding has grown its dividend at 10% over the last 12 months with similar growth expected in coming years. The fund maintains focus on dividend-paying companies as part of its core investment approach and diversification strategy. The ClearBridge Dividend Strategy trades at a significant discount to the broader market with a P/E ratio of 19.8x versus 24.7x for the S&P 500. The managers value securities based on free cash flow yields and gravitate toward those with asymmetric risk-reward profiles. | View | |
| 2025 Q4 | Jan 19, 2026 | Carillon Eagle Growth & Income Fund | 0.0% | 0.0% | ADI, AVGO, AZN, DUK, ETN, GS, HD, JPM, KO, LRCX, MCD, MSFT, ORCL, PG, PNC, RTX, TMUS | AI, Capital markets, earnings, growth, large cap, semiconductors, technology | AI-related investment remains robust and has the potential to broaden its impact across industries. The AI super-cycle continues to provide powerful support, yet it carries risks. Investor willingness to underwrite aggressive AI spending has cooled somewhat, and the debate over whether we are in an AI bubble has increased. Lam Research benefitted from improving sentiment regarding the importance of its products within the semiconductor capital spending market. As a leading provider of equipment tied to memory requirements for AI, Lam Research could have a long and healthy path to growth. Analog Devices pushed toward new all-time highs after solid earnings gave investors confidence that the analog cycle is now beyond its bottom. Earnings growth was the clear engine of the market's advance in 2025. Forward S&P 500 earnings are projected to rise 16% in 2026 over 2025. Bloomberg projects S&P 500 EPS growth of 16% in 2026, up from 15% in 2025 with 7 of 11 sectors expected to deliver double-digit gains. Goldman Sachs Group's shares contributed to fourth-quarter performance due to positive financial results, coupled with increased optimism regarding capital markets activity heading into 2026. Goldman Sachs maintains one of the strongest global merger and acquisition advisory and trading, with increased activity in M&A, initial public offerings, and debt issuance activity directly boosting its financial performance. | View | |
| 2024 Q3 | Sep 30, 2024 | Coho Relative Value Equity | 0.0% | 6.1% | DG, KDP, KO, MCHP, NVDA | - | View | ||
| 2023 Q2 | Aug 8, 2023 | Matrix Dividend Income | 0.0% | 0.0% | KO, PFE | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Aristotle International Equity Fund | 10.5% | 13.3% | 0S9F LN, 1MUV2 IM, AHT LN, CCJ, KO | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Aristotle Value Equity Fund | 6.3% | 12.3% | ADSK, AMG GR, KO, MCHP, MLM | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Harding Loevner Emerging Markets Equity | 1.3% | 1.3% | 002050 CH, 2308 TT, BJAUT IN, KO, SI IN, TCOM | - | View | ||
| 2022 Q4 | Jan 23, 2023 | Giverny Capital Asset Management | 8.5% | -22.7% | COHR, ERF FP, FD, FIVE, FRCB, GOOG, HEI, JPM, KMX, KO, MA, META, PGR, SCHW | - | View | ||
| 2022 Q4 | Jan 18, 2023 | Rowan Street Capital | 12.8% | 42.3% | COST, KO, PG | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | The Bear Cave | Coca-Cola Co/The | Consumer Staples | Soft Drinks | Bear | NYSE | Beverages, FX, Health trends, Pricing, valuation | View Pitch |
| Aug 8, 2025 | Seeking Alpha | JR Research | The Coca-Cola Company | Consumer Staples | Beverages - Non-Alcoholic | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Bay Area Ideas | The Coca-Cola Company | Consumer Staples | Beverages - Non-Alcoholic | Bear | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Agar Capital | Coca-Cola Company | Consumer Staples | Beverages - Non-Alcoholic | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Skeptical12 | The Coca-Cola Company | Consumer Staples | Beverages - Non-Alcoholic | Bear | 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. | ||||||||