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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 9, 2024 | Polaris International Equity | 5.8% | 10.1% | 000270.KS, 000660.KS, 005930.KS, 007700.KS, 055550.KS, 066570.KS, 2338.HK, 4502.T, 6758.T, 8002.T, ANTO.L, BPOP, DTG.DE, GNC.L, HNR1.DE, LUMI.TO, MEOH, MNDI.L, MUV2.DE, NOMD.L, NXT.L, OTEX, PUB.PA, SKG.L, TEP.PA, YAR.OL | Asia, cyclicals, Europe, international, materials, technology, value | The electrification of everything and resurgent Chinese economy drove demand, while supply constraints from declining production rates at productive mines and political disruptions created tight market conditions. This benefited pure copper players like Lundin Mining and Antofagasta PLC, both jumping over 20% for the quarter. | View | |
| 2024 Q1 | May 9, 2024 | Polaris Global Equity | 6.9% | 12.7% | 000660.KS, 005930.KS, 066570.KS, ALSN, ANTO.L, CG, CROX, DCOM, DTG.DE, HNR1.DE, LUN.TO, MKSI, MSFT, MUV2.DE, NXT.L, OTEX, PUB.PA, SKG.L, SONY, TEP.PA | AI, Copper, financials, global, industrials, rates, technology, value | AI was a driving force behind divergent results for portfolio holdings. Publicis Groupe advanced after announcing a strategy to become the industry's first AI-powered Intelligent System. Teleperformance declined on concerns that generative AI will disrupt their call center business. Microsoft continues to benefit from AI demand despite no longer being the cheapest stock in the portfolio. | View | |
| 2024 Q1 | Apr 15, 2024 | Oakmark International Fund | 8.8% | 0.0% | BAYN.DE, BXB.AX, DTG.DE, MBG.DE, SKG.L, SN.L, WRK | Europe, healthcare, industrials, international, value | The fund focuses on purchasing companies at discounts to intrinsic value estimates. All three new positions were acquired at discounts to estimated intrinsic value despite improving fundamental outlooks. | SN.L SKG.L BXB.AX BAYN.DE DTG.DE |
View |
| 2024 Q1 | Apr 15, 2024 | Harris Associates International Equity Strategy | 0.2% | 0.2% | BAYN.DE, BXB.AX, CON.DE, DTG.DE, ISP.MI, MBG.DE, PRU.L, SKG.L, SN.L | Autos, Europe, financials, healthcare, international, value | The fund invests in businesses priced at substantial discounts to intrinsic value estimates. Multiple new positions were initiated at discounts to intrinsic value including Brambles, Smurfit Kappa, and Smith & Nephew. The strategy focuses on finding value regardless of what is in favor at any given moment. | View | |
| 2024 Q4 | Dec 31, 2024 | Orbis International Equity | - | - | DIS, FSV.TO, NTDOY, SKG.L, WRK | global, international, Mispricings, stock selection, US Markets, Valuations, value | Nintendo remains a core holding with significant undermonetization compared to Disney despite similar core enthusiast bases. The company is gradually moving toward better IP monetization through movies and theme park partnerships while preserving brand integrity. | SKG.L FSV.TO 7974.T |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark International Fund | Smurfit Kappa Group | Materials | Paper & Forest Products | Bull | LSE | Containerboard, Corrugated Boxes, Cyclical Recovery, Equity, Europe, Ireland, M&A, Packaging | View Pitch |
| Apr 13, 2026 | Fund Letters | Orbis International Equity | Smurfit Kappa Group | Materials | Paper Packaging | Bull | London Stock Exchange | Europe, Management Quality, merger, Operational Improvement, Paper Packaging, Special situations, synergies, value creation | 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. | ||||||||