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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 5, 2026 | Northern International Equity Fund | 6.5% | 37.5% | NOIGX | AI, financials, international, materials, Quality, value | Artificial intelligence remained a central market topic during the quarter. Investors shifted from broad-based enthusiasm to taking a more critical look at potential returns of AI-related investment plans, leading to more varied performance across the largest tech-related and AI-adjacent companies. The fund's overweight position in inexpensive stocks and underweight in richly valued names was a positive contributor to performance. During the quarter, stocks with higher valuations lagged while those trading at more attractive valuations outperformed. The fund's focus on higher quality stocks added to performance as lower quality stocks marginally underperformed. The manager believes this focus positions the fund well as economic conditions shift and markets remain volatile. | 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. | ||||||||