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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Mondrian Global Equity Fund | - | - | OHAT LN, PEP | defensives, inflation, regulation, staples, Utilities | Defensives: Mondrian emphasizes a rotation into defensive sectors as cyclicals become overpriced relative to fundamentals. Scenario analysis shows improving risk-adjusted returns in defensives after years of underperformance. Utilities: Regulated utilities like Snam and Enel provide inflation-protected returns, stable cash flows, and long-duration growth from electrification and grid modernization. Staples: Consumer staples are deeply undervalued due to disinflation and GLP-1 fears; positions in Pepsi and Pernod Ricard offer stable demand, brand power, and attractive valuation skew. | 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. | ||||||||