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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 21, 2026 | Mondrian International Equity Value Opportunities | 7.3% | 36.0% | DPW.DE, SSE.L | dividends, Europe, international, Japan, Logistics, Utilities, value | The utilities sector led returns in Q4 2025, with SSE delivering strong performance supported by its upgraded investment plan and improved visibility across regulated earnings and renewable infrastructure growth. The portfolio maintains an 8.9% allocation to utilities, representing a +5.3% overweight versus the benchmark. Deutsche Post demonstrated resilience with strong performance following robust earnings despite tariff-related challenges, driven by robust pricing power and cost control. The diversified logistics company showcased the defensive characteristics of quality logistics operators in challenging environments. The strategy maintains its consistent income-oriented value discipline with detailed, long-term fundamental analysis. The portfolio trades at attractive valuations with a weighted average P/E of 14.4x versus 17.5x for the benchmark and offers a 3.6% dividend yield compared to 2.7% for the index. | View | |
| 2025 Q4 | Jan 19, 2026 | Artisan International Fund | 1.6% | 36.3% | 005930.KS, 0700.HK, 300750.SZ, AI.PA, DANSKE.CO, ELI.BR, NGG, SSE.L, TSCO.L, TSM, UBS | defense, Electrification, Europe, growth, international, semiconductors, Utilities, value | The portfolio benefited from defense holdings including South Korean companies Hanwha Aerospace and LIG Nex1. Defense companies continue to expand globally with European governments investing for security independence outside NATO agreements. The Middle East has emerged as an opportunity area for Korean defense companies. Utilities and grid modernization were areas of strength. National Grid and SSE contributed positively reflecting investor confidence in regulated asset bases and accelerating investment in grid modernization. Elia Group is supported by significant acceleration in capital investment across German and Belgian electricity grids. The portfolio has exposure to electrification trends through companies like LS Electric benefiting from global spending on grid modernization and power transmission infrastructure. CATL provides exposure to battery products for electric vehicles and energy storage systems aligned with long-duration electrification tailwinds. Samsung Electronics provided exposure to AI infrastructure growth as a direct beneficiary of high demand for AI-related chips including DRAM and HBM. Samsung's sixth-generation HBM4 semiconductor recorded the highest operating speed in technical tests, boosting sentiment toward semiconductor manufacturers. | MELI 300750 CH MNC TSCO LN 005930 KS SSE LN NG LN 010120 KS 079550 KS 012450 KS |
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| 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 |
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| No investor data available. | ||||||||