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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 5, 2025 | Horos Asset Management | 6.6% | 11.9% | AAPL, ANA.MC, ATALAYA.L, AXP, AZM.MI, BRK-A, DIA.MC, GEST.MC, GOOGL, KO, MCO, MEL.MC, MSFT, NFLX, NPN.L, SEM.LS, VRA.PA | Buybacks, catalysts, energy, Europe, Hotels, Spain, Telecommunications, value | The letter extensively discusses value investing philosophy and its evolution, addressing the recurring question of whether value investing is dead. The manager emphasizes the need to evolve the investment process by focusing more on catalysts that can unlock value rather than simply waiting for market recognition. | View | |
| 2024 Q2 | Jun 30, 2024 | Peterson Investment Fund | 1.0% | 7.9% | BABA, BRK-A, DJCO, NPN.L | Compounding, Concentration, dividends, long-term, Quality, value | The fund follows a concentrated value investing philosophy, focusing on owning thriving businesses with high-quality management teams trading at discounts to their growing intrinsic value. The strategy emphasizes ownership of the world's leading business models at deep discounts to intrinsic value. | View | |
| 2024 Q4 | Dec 31, 2024 | Davis Global Fund | - | 22.7% | 005930.KS, 0700.HK, 2318.HK, 3690.HK, AMAT, AMZN, BRK-A, COF, CVS, ENT.L, GOOGL, HUM, META, MGM, NPN.L, PRX.AS, TCOM | AI, China, gaming, global, semiconductors, Stimulus, technology, value | Fund positioning for AI emergence through established market leaders with proven business models either using AI to improve platforms or key semiconductor players building AI ecosystem. Meta using AI for content suggestions and ad targeting. Tencent benefiting from AI-driven ranking improvements. Cloud providers Amazon and Alphabet seeing revenue acceleration from AI workloads. | View | |
| 2024 Q3 | Oct 31, 2024 | Horos Asset Management | 2.9% | 9.8% | 0700.HK, 8002.T, 8031.T, 8053.T, 8058.T, 8113.T, AAPL, AMG, AMZN, APAM.PA, CKN.L, GOOGL, META, MG, MSFT, NOAH, NPN.L, NVDA, PLUX.PA, SEM.LS | Asia, China, Japan, Patience, value, volatility | The Japanese stock market experienced its largest single-day drop since Black Monday 1987 due to the unwinding of yen carry trades. The Bank of Japan's rate hike to 0.25% and yen appreciation triggered massive position unwinding, causing the Nikkei to lose 12.4% in one day. | PLUX.PA NOAH |
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| 2025 Q3 | Oct 16, 2025 | Peterson Investment Fund | 47.4% | 67.5% | BABA, GOOGL, NPN.L | China, Compounding, Concentration, Options, technology, value | Fund employs disciplined value investing philosophy, focusing on owning thriving businesses with proven leadership teams trading at discounts to their growing intrinsic values. Alibaba exemplifies their multi-year, value-based approach with asymmetric risk-reward profile purchased at attractive prices. | BABA |
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| 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. | ||||||||