| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Mar 31, 2024 | Oakmark Fund- International Small Cap | 0.5% | 0.5% | 3626.T, FIE.DE, KONE.HE, STJ.L | Europe, industrials, international, Japan, small caps, value | The fund focuses on purchasing shares at discounts to intrinsic value estimates. Fielmann was purchased at a discount to intrinsic value during industry headwinds. TIS was repurchased when the stock price fell below intrinsic value after previously being sold when it reached fair value. | 3626.T FIE.DE STJ.L KCR1V.HE |
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. | ||||||||