Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 7, 2026 | Fundsmith Equity Fund | - | -2.9% | APP, ATCO-A.ST, COLOB.CO, EL.PA, GEV, INTU, LR.PA, MA, MC.PA, MTD, NFLX, NKE, NVO, OTIS, TJX, TSM, UBER, ULVR.L, VEEV, YUM | AI, Index Funds, momentum, Passive investing, Portfolio turnover, Quality, volatility | NFLX YUM TJX TSM SGE.L APP VEEV MA UBER LEGN.PA GE |
View | |
| 2026 Q2 | Jul 15, 2026 | Bell Global Equities Fund | 6.5% | -5.4% | 6146.T, 7735.T, AAPL, ACN, AMZN, APH, AVGO, CDNS, CTS1.DE, GOOGL, JPM, LOW, LR.PA, MA, META, MSFT, NVDA, SAP, TSM, V | AI, Geopolitical, Global Equities, momentum, Quality, semiconductors, technology, Valuation discipline | View | ||
| 2026 Q2 | Jul 15, 2026 | Bell Global Emerging Companies Fund | 0.6% | -8.1% | 3064.T, 6146.T, 6254.T, 6368.T, 8697.T, ADSK, AMS.SW, BR, COR, DB1.DE, DKS, EVD.DE, EXPN.L, LPLA, LR.PA, MSCI, PGHN SW, STMN SW, TTI, VEEV, WMS | AI, global, Japan, momentum, Quality, semiconductors, SMID Cap, valuation | 6368.T LR.PA PGHN.SW 6146.T |
View | |
| 2023 Q3 | Oct 11, 2023 | Generation Investment Management Global Equity | - | - | AMZN, CSL, DHR, HSIC, LR.PA, MELI, RIVN, SCHW, SU.PA, TMO, TT | AI, Climate, Electrification, Energy Transition, Esg, Global Equity, sustainability, technology | Generative AI entered public consciousness in Q2 2023 but public interest faded in Q3. Generation is ramping up research efforts to understand generative AI, having robust discussions about pros and cons, and exploring use cases internally including helping understand company earnings calls. | SU.PA |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Fund Letters | Bell Global Emerging Companies Fund | Legrand SA | Electrical Equipment & Parts | Electrical Components & Equipment | Bull | AI infrastructure, Building Infrastructure, data centers, electrical equipment, france, Power Distribution, Smart Building | 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. | ||||||||