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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 700 HK, 7011 JP, AEM CN, BA/ LN, EOAN GR, MC FP, TSCO LN | Currency, fiscal stimulus, growth, international, reforms | The commentary highlights improving prospects outside the U.S. driven by fiscal stimulus, monetary easing, and currency tailwinds. The strategy focuses on domestic champions in Europe, Japan, and select emerging markets benefiting from structural reforms. International growth is framed as increasingly competitive versus U.S. equities. | MC FP AEM CN EOAN GR TSCO LN 7011 JP |
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| 2025 Q2 | Jul 17, 2025 | Ariel Global Fund | 7.4% | - | 000660 KS, 1590 TT, 2319 HK, 6361 JP, 6920 JP, BBVA SM, DIS, FSLR, JD, LTMC IM, SNY, TSCO LN, ZBH | diversification, Global Equities, Governance, Quality, Rotation | The letter highlights global diversification benefits as leadership rotates across regions and sectors. Management focuses on high-quality global franchises with durable competitive advantages and strong governance. The outlook favors selective global exposure over U.S.-centric concentration. | BBVA SM 6920 JP |
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| 2025 Q2 | Jul 17, 2025 | Ariel International Fund | 12.6% | - | 000660 KS, 1590 TT, 2319 HK, 6361 JP, 6920 JP, BBVA SM, CHKP, JD, LTMC IM, SNY, TSCO LN | diversification, fundamentals, International Equities, Mean reversion, valuation gaps | The letter discusses international markets benefiting from valuation discounts relative to the U.S. Management emphasizes stock selection in developed and emerging markets with improving fundamentals. The outlook expects long-term convergence as capital flows rebalance globally. | CHKP 6920 JP |
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| 2024 Q3 | Sep 30, 2024 | Ariel International Fund | 7.6% | 0.0% | 005930 KS, 7270 JP, CHKP, JD, PUB FP, SNY, STLA, TSCO LN, VEA | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Ariel Global Fund | 6.9% | 0.0% | 005930 KS, 7270 JP, CHKP, CMA, JD, PUB FP, SNY, STLA, TSCO LN, WAL | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill International | 5.7% | 12.4% | 005930 KS, 6UY GR, ARCO, FUSION IN, GXL GR, TSCO LN, UL, WTW | - | View | ||
| 2024 Q3 | Sep 30, 2024 | L1 Capital Long Short Fund | 2.4% | 10.8% | CNU NZ, CRH, CVE, MEG CN, NWG LN, NXE CN, QAN AU, RMV LN, TSCO LN | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel International Fund | 11.7% | 11.7% | 7832 JP, AQN, CHKP, ISP IM, NNMI IJ, OPA FP, PUB FP, TSCO LN, TSM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Jeffrey Germain | Tesco plc | Consumer Staples | Food Retail | Bear | New York Stock Exchange | Competition, grocery retail, Margins, turnaround, Valuation Discipline | View Pitch |
| Jan 23, 2026 | Fund Letters | Mark L. Yockey | Tesco PLC | Consumer Staples | Food Retail | Bull | New York Stock Exchange | buybacks, Consumerstaples, Defensiveness, grocery, Pricingpower | View Pitch |
| Dec 5, 2025 | Fund Letters | Elisa Mazen | Tesco plc | Consumer Discretionary | Food Retail | Bull | NYSE | cashflow, grocery, inflation, Margins, scale | View Pitch |
| Nov 29, 2025 | Fund Letters | Freddie Lait | Tesco PLC | Consumer Discretionary | Specialty Stores | Bull | London Stock Exchange | grocery, inflation, marketshare, supermarkets, valuation | 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. | ||||||||