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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 19, 2025 | Artisan International Fund | 5.0% | 34.0% | 079550 KS, 300750 CH, A012450 KS, BABA, CRH, GALD SW, TCEHY, UCB | aerospace, defense, Electrification, Energy Storage, financials | Electrification is a central theme driven by EV demand, AI power needs, and grid expansion, benefiting holdings like CATL and Korea Electric Power. Rising global defense budgets support companies such as Hanwha Aerospace and LIG Nex1. Financial holdings like UBS and Lloyds gain from restructuring, dividends, and buybacks amid steady capital markets. | 3750 HK 012450 KS UBSG SW UCB BB |
View |
| 2025 Q4 | Jan 15, 2026 | RTW Investments | 15.5% | 35.7% | ALNY, ARGX, AVID, DYN, IMTX, INSM, MDGL, PTCT, RCKT, STOK, TARS, UCB, URGN | Biotechnology, Drug Discovery, Gene Therapy, healthcare, M&A, Pharmaceuticals, Rare Diseases | The sector saw $105B in M&A activity, more than double the prior year and fourth highest in the last decade. Combined with a friendlier FTC, pharmas had enough policy clarity to pursue larger deals by fall. The recovery is likely still in early innings with continued M&A expected. After four years of underperformance, biotech indices finished ahead with NBI +32.4% and R2kB +44.6%. The bear market that endured over four consecutive years ended, with major biotech indices outperforming both the S&P 500 and Nasdaq. AI tools and lower cost Chinese R&D are mega-trends that should materially increase drug discovery productivity. The portfolio includes significant exposure to rare disease therapeutics, with companies like PTC Therapeutics developing medicines for rare neurologic and metabolic conditions. FDA leadership instability could disproportionately impact cell and gene therapy for rare disease through reduced approval of edge cases. Portfolio includes oncology-focused companies like UroGen Pharma developing innovative solutions for urothelial and specialty cancers, and Immatics developing novel PRAME immunotherapies for cancer patients. The sector represents 16% of disease area exposure. The portfolio has exposure to gene and RNA therapies, with companies like Stoke Therapeutics restoring protein expression by harnessing the body's potential with RNA medicine. This modality represents 15% of the portfolio's exposure by treatment type. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Seeking Alpha | Seeking Alpha | United Community Banks, Inc. | Financial Services | Regional Banks | Neutral | NASDAQ Stock Market | asset quality, financial performance, High-Growth Areas, loan growth, organic growth, Price to Earnings Multiple, regional banks, Share Buybacks, United Community Banks, valuation | View Pitch |
| Nov 29, 2025 | Fund Letters | Cassandra A. Hardman | UCB S.A. | Financials | Biotechnology | Bull | Shanghai Stock Exchange | Bimzelx, Biotech, capacity expansion, Hs, Immunology, pipeline | 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. | ||||||||