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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | May 12, 2023 | Myrmikan Research | - | - | SIVB | Banking, Fed policy, gold, inflation, monetary policy, Regional Banks | The manager analyzes the theoretical debate between Currency School and Banking School views on inflation causation. He argues that current Fed policy operates under neo-Banking School thinking where real interest rates determine inflation, while the shrinking money supply suggests Currency School dynamics are also at play. | View | |
| 2023 Q1 | Mar 31, 2023 | Equity Management Associates | 7.4% | 7.4% | SIVB | Banking, Credit Crisis, Currency, Fed policy, gold, inflation, monetary policy, Recession | Manager believes gold is poised for aggressive price appreciation to $3,000-$4,000 per ounce due to Fed monetary policy failures and currency debasement. Gold is breaking out technically versus stocks and bonds as foreign central banks buy gold instead of US Treasuries. | View | |
| 2023 Q1 | Mar 31, 2023 | Diamond Hill Mid Cap | 8.3% | 13.3% | AIG, ALL, ARW, BKU, CUBE, DIS, ESAB, ESGR, FIS, FRC, NVR, OZK, RRR, SF, SIVB, SJI, WBS, WCC | Banking, financials, mid cap, rates, value | Banking sector faced significant stress with SVB and First Republic failures, driven by rapid deposit outflows and unrealized losses on securities portfolios. Manager maintains conviction in remaining regional bank holdings despite sector-wide concerns. | DFISX AAPL|MSFT|NFLX|NVDA|UNH ALL ARW CNVRG PM AEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ CUBE ESAB WESCO |
View |
| 2022 Q4 | Mar 3, 2023 | Harding Loevner Global Equity | 5.2% | 15.6% | AAPL, ALGN, NKE, SIVB | - | View | ||
| 2022 Q4 | Jan 20, 2023 | Artisan Global Discovery | 7.6% | 13.1% | 0ABI LN, 0I4Q LN, CNHI, CTLT, GMAB, GXI GR, IR, LSCC, MPWR, PUMA, RYTM, SAIA, SIVB, TEAM, ZS | - | 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. | ||||||||