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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Ariel International Fund | 7.6% | 0.0% | AMIGY, APTV, DTG.DE, ELE.MC, FMS.DE, FUJHY, JD, MABUY, NCBDY, NTDOY, OPHLF, RBGLY, SIEGY, SPXCY, STJPF, STLA, TSYHY, VEA, VIV | Autos, Cyclical, Energy Transition, international, undervalued, value | The fund initiated positions in multiple automotive companies including Daimler Truck, Stellantis, and Aptiv, viewing the sector as offering attractive entry points amid cyclical pessimism. The managers see opportunities in electric vehicle transition, operational improvements, and market share gains across different automotive segments. | SIE.DE JD APTV ELE.MC FME.DE 7832.T STLA DTG.DE 7270.T |
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| 2024 Q4 | Dec 31, 2024 | Ariel International Fund | -5.1% | 5.4% | 000660.KS, 005930.KS, 6460.T, BARC.L, BEZ.L, BMPS.MI, DLG.L, EMAAR.DU, FMS.DE, HO.PA, JD, ML.PA, MUV2.DE, ORA.PA, REE.MC, SAF.PA, SNY, VEA | AI, Asia, Banking, Europe, international, semiconductors, value | Markets worldwide were led by artificial intelligence themed stocks, with U.S. mega-cap technology companies dominating performance. The narrow ascent of AI themed stocks have driven market returns in recent years, though opportunities should broaden to companies utilizing AI to create real-world efficiencies. | 6460.T 000660.KS REE.MC ORA.PA BEZ.L BARC.L JD SNY ML.PA EMAAR.DU BMPS.MI FME.DE |
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| 2024 Q3 | Oct 9, 2024 | Stonehearth Capital Management | - | - | AOR, BND, SPY, VEA, VWO | Diversified, Elections, ETFs, Fed policy, Recession, risk management, Technical Analysis | The firm employs a comprehensive hedging protocol using 49 different indicators to monitor market risk and determine appropriate portfolio positioning. Their flagship risk model moved from neutral to bullish during the quarter, supporting their overweight stock exposure. | View | |
| 2025 Q3 | Oct 8, 2025 | Opal Capital | - | - | BSCR, CLIP, DIVZ, IDVZ, IEFA, IEMG, JAAA, QQQ, SPLG, VEA, VTV, VXX | AI, diversification, emerging markets, ETFs, fixed income, growth, technology | AI integration is reshaping industries and driving enthusiasm around productivity and earnings growth potential. The manager emphasizes the need for discernment to separate real growth from speculation as AI continues to influence market performance. | View | |
| 2025 Q4 | Jan 23, 2026 | Opal Capital | 0.0% | 0.0% | BIV, DIVZ, IDVZ, IEFA, JEPI, PCHI, UVXY, VEA, VGLT, VGSH, VTV, VXX | diversification, Dollar, ETFs, Europe, international, risk management, Valuations, volatility | Manager emphasizes global diversification as a key positioning strategy, particularly outside the U.S., to address concentration risks and benefit from more attractive valuations in international markets. This is driven by structural shifts including de-globalization and geopolitical tensions. Manager expects higher volatility in 2026 relative to the past decade, with suppressed volatility historically preceding sharp sell-offs. They view volatility as creating opportunities for disciplined long-term investors and maintain hedging positions to protect against drawdowns. Structural dollar weakness driven by fiscal deficits and shifting capital flows is viewed as a tailwind for international exposure. This currency trend supports the manager's positioning toward non-U.S. assets. Manager highlights elevated valuations as a structural risk, particularly in U.S. markets, while finding more attractive opportunities in international regions. They emphasize the historical pattern of elevated valuations plus suppressed volatility preceding sharp sell-offs. | View | |
| 2024 Q4 | Jan 17, 2025 | The Compounding Tortoise | - | 18.6% | AOR, BND, SPY, VEA, VWO | asset allocation, Elections, ETFs, Fed policy, risk management | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||