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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 16, 2025 | Harding Loevner International Equity | 9.2% | 14.8% | 002352.SZ, 005930.KS, 0669.HK, 0700.HK, 1299.HK, 2057.HK, 2308.TW, 2318.HK, 2330.TW, 300760.SZ, 4507.T, 4519.T, 4684.T, 6146.T, 6301.T, 6383.T, 6690.HK, 6758.T, 6861.T, 6869.T, 8113.T, ADYEN.AS, AI.PA, ALC, ALFA.ST, ALV.DE, ASML, ASSA-B.ST, ATCO-A.ST, ATD.TO, BAP, BBVA, BHP, CNR, COLOB.CO, D05.SI, DSY.PA, EPI-A.ST, FMX, GFNORTEO.MX, GMAB, HDB, HLN.L, LIN, MELI, MFC, NESN.SW, NTES, NVS, NZYM-B.CO, OR.PA, RIO, ROG.SW, RYA.L, SAF.PA, SAP, SEB-A.ST, SHEL, SOON.SW, SU.PA, SY1.DE, TLKM | aerospace, AI, defense, Europe, Health Care, international | Health care equities have underperformed despite strong fundamentals due to political and regulatory uncertainty in the US and beyond. Policy risks include drug pricing reforms, Medicaid funding cuts, and reduced NIH funding. However, the sector's structural advantages remain intact with continued innovation like GLP-1 therapies. | View | |
| 2023 Q4 | Jan 31, 2024 | Harding Loevner International Equity | 9.5% | 11.5% | 005930.KS, 1810.HK, 4507.T, 4519.T, 6301.T, 6383.T, 8306.T, ADYEY, ALFVY, ATD, ATLKY, BAC, BBVA, BHP, D05.SI, DASTY, ENNEF, FMX, IFX.DE, KRYAY, LOGI, MFC, NZYMF, OR.PA, PNGAY, RIO, SAP, SBGSY, SYSMF, TSM | emerging markets, Europe, financials, growth, industrials, international, Quality, technology | The manager emphasizes their focus on high-quality companies that provide stability against market turbulence. They seek quality combined with high growth, noting that quality companies often generate higher risk-adjusted returns due to more predictable profitability and earnings growth. | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $17.1M | 0.02% | 471,251 | +328,051 | +229.09% | 0.0276% |
| Ray Dalio | Bridgewater Associates | $27.4B | $93.0M | 0.34% | 2,558,071 | -432,580 | -14.46% | 0.1503% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $2.0M | 0.00% | 54,957 | +32,358 | +143.18% | 0.0032% |
| Israel Englander | Millennium Management LLC | $233.2B | $60.2M | 0.03% | 1,208,000 | -478,517 | -44.72% | 0.0973% |
| Jeremy Grantham | GMO LLC | $39.1B | $50.6M | 0.13% | 1,394,526 | -872,175 | -38.48% | 0.0818% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $55.7M | 0.04% | 1,534,757 | -46,908 | -2.97% | 0.0900% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $77.9M | 0.12% | 2,147,715 | -489,700 | -18.57% | 0.1259% |
| Cliff Asness | AQR Capital Management | $190.6B | $100.9M | 0.05% | 2,778,448 | +2,708,583 | +3876.88% | 0.1630% |
| Rich Handler | Jefferies | $19.3B | $17.5M | 0.09% | 481,400 | +481,400 | +100.00% | 0.0282% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $59,209 | 0.00% | 1,632 | +0 | +0.00% | 0.0001% |