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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Oakmark Fund- International Small Cap | 11.9% | - | ALV, ATEA.OL, AZE.BR, ICP.L, LOOM.ST, LXS.DE, MEGACPO.MX, SJP.L, TITC.L | Europe, financials, industrials, international, small caps, value | The fund focuses on buying stocks when they significantly underperform estimates of intrinsic value and selling when the gap narrows. They purchased Azelis Group at a discount to peers due to macro weakness and private equity overhangs creating opportunity. | MEGACPO.MX SJP.L |
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| 2024 Q4 | Dec 31, 2024 | Oakmark Fund- International Small Cap | -10.9% | -2.9% | 1128.HK, ATG.L, BAER.SW, CPR.MI, ENX.PA, GIL.TO, LXS.DE, SJP.L, SOP.PA, STRS.TA, SWON.SW | Beverages, Europe, international, small cap, technology, value | The fund sees the U.K. wealth management industry as attractive and growing, with St. James's Place best positioned competitively to capture strong asset flows. Management has a credible plan to double earnings by 2030 through cost-cutting and strategic initiatives. | SOP.PA ATG.L SWON.SW SJP.L |
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| 2024 Q4 | Dec 31, 2024 | Platinum International Brands Fund | 12.0% | 21.0% | AAPL, AMER, AMZN, BIRK, CFR.SW, ELF, GOOGL, HLN.L, ITX.MC, JD.L, META, NIKE, PAN.CO, PUMA.DE, SJP.L, TCOM, ZTS | Beauty, brands, consumer, global, Luxury, Travel | The luxury industry is in recession as the Covid boom has turned to bust, starting with a fall away in the US and European aspirational buyer, followed by a 30% fall in Chinese demand. Despite the downturn, Richemont's jewellery houses continue to grow while most other luxury houses saw declines. | View | |
| 2024 Q3 | Sep 30, 2024 | Oakmark Global Fund | 7.5% | 0.0% | 005930.KS, 3739.T, AKZA.AS, BABA, BAYN.DE, CSCO, DEO, GOOGL, KER.PA, SAP, SJP.L, TPK.L | Coatings, financials, global, healthcare, Luxury, technology, value | Kering faced challenges as revenue trends deteriorated in the final weeks of Q2 2024, with store traffic hurt by lack of new client recruitment amplified by challenging macro environment, particularly in China. Despite new Gucci Creative Director's collections resonating with existing customers, the company issued weak guidance for remainder of 2024. | DGE.L AKZA.AS KER.PA SJP.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Global Fund | St. James's Place | Financials | Asset Management & Custody Banks | Bull | London Stock Exchange | asset management, cost savings, Fee Reset, Regulatory, turnaround, UK, wealth management | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | St. James's Place | Financials | Asset Management & Custody Banks | Bull | London Stock Exchange | asset management, earnings growth, market leader, Regulatory Recovery, turnaround, UK, wealth management | View Pitch |
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | St. James's Place | Financials | Asset Management & Custody Banks | Bull | London Stock Exchange | asset management, financial services, Regulatory Reset, turnaround, UK, Value, wealth management | View Pitch |
| 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. | ||||||||