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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, LBRDA, NVDA, RIVN, SBH, VST | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | ALGM, LBRDK, LEVI, MSFT, SBH, SPHR | - | View | ||
| 2025 Q3 | Oct 16, 2025 | Polaris Global Equity | 5.0% | 18.5% | 8002 JP, CG, LKQ, LUN CN, SBH, UTHR | Artificial Intelligence, financials, Global Equities, industrials, semiconductors | The fund notes that global equity performance was supported by enthusiasm for AI and broad-based earnings strength, with particular gains from U.S., Japan, and Canada. It emphasizes that AI infrastructure spending is driving semiconductor and utility demand while global growth remains uneven. Polaris favors diversified exposure to financials, industrials, and defensive sectors as AI-related productivity gains spread beyond technology. | View | |
| 2025 Q4 | Jan 20, 2026 | Polaris Global Equity | 7.0% | 26.8% | 000270.KS, 000660.KS, 005930.KS, 1299.HK, 2318.HK, 5871.TW, 6758.T, 8001.T, 8002.T, 8591.T, 8729.T, ALSN, ARW, BABA, BARRY.SW, CAP.PA, CG, COF, DHL.DE, IAG.L, INGR, JAZZ, LIN, LNTH, LTM, LUN.TO, MG.TO, MKSI, ML.PA, MPC, NVS, NXT.L, SBH, SMWRQ, TSN, UTHR, VIPS, YAR.OL | AI, diversification, global, international, Outperformance, semiconductors, technology, value | AI demand drove performance across semiconductor and technology sectors, with memory chip suppliers benefiting from supply-demand constraints and expected price increases in 2026. Companies like SK Hynix, Samsung Electronics, and MKS Inc. delivered strong results driven by accelerating AI demand across semiconductor and advanced electronics end markets. Memory manufacturers in Korea were top contributors as supply-demand constraints benefit memory chip suppliers. The market expects memory price increases in 2026, further supporting performance of Samsung and SK Hynix. AI-driven demand across semiconductor end markets accelerated growth. The investment approach remains disciplined and focused on strong cash flows from quality companies selling essential products and services with good management teams creating shareholder value. The manager seeks situations where attractive valuations meet genuine business momentum, avoiding trends and distant promises. International equities outperformed after a decade of American dominance, driven by weaker U.S. dollar, more attractive valuations abroad, and slowing momentum in U.S. tech. This country and sector rotation validated the need for diversification instead of home bias, with attractive opportunities in targeted developed and emerging markets. Yara International benefited from partnerships for low-carbon ammonia projects in the U.S. and Middle East, positioning the company toward becoming an energy-transition and low-carbon fertilizer company while securing long-dated contracts. HD Hyundai Electric capitalized on increased demand to expand power infrastructure. | 267260 KS UTHR JAZZ CAP FP MKSI 000660 KS |
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| 2024 Q3 | Sep 30, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, MGM, PGNY, SBH, VST, YOU | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AAP, AAPL, LEVI, LMACU, SBH, USB | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | 4CB, AMZN, COTY, DIS, SBH, STRYQ | - | 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. | ||||||||