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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 28, 2025 | Atherean Value Fund | - | - | VT | diversification, global, long-term, value, volatility | Non-U.S. equities substantially outperformed U.S. counterparts in Q1, with EAFE up 7.0% while S&P indices declined. Strict global diversification would have paid off handsomely as a market-cap weighted global equity portfolio was down only 1.0% for the quarter. | View | |
| 2025 Q3 | Oct 15, 2025 | Ariel Global Fund | 5.0% | - | 009150.KS, 0425.HK, 3436.T, 6460.T, 6981.T, BT-A.L, FDX, FME.DE, FSLR, HUM, INF.L, INTC, MTB, PUB.PA, ROG.SW, SYENS.BR, VT | AI, Energy Transition, global, healthcare, semiconductors, Telecommunications, value | The fund is positioned to benefit from Edge AI adoption through holdings in semiconductor and electronic component companies. Murata Manufacturing is benefiting from rising demand for Edge AI which significantly increases multilayer ceramic capacitor content per device. Samsung Electro-Mechanics is well-positioned to benefit from rising Edge AI adoption and accelerating demand for AI accelerators. | View | |
| 2025 Q4 | Jan 19, 2026 | Leaven Partners | 4.2% | 41.0% | EFA, HD, HEFA, SPY, VT | Currency, Hedging, Japan, risk management, volatility | The manager extensively discusses currency hedging strategy for Japanese yen exposure, explaining how foreign stock ownership creates inherent currency risk. They employ a systematic trend-following approach to currency hedging rather than fundamental valuation models, aiming to reduce short-term volatility while capturing positive carry from interest rate differentials. | View | |
| 2024 Q2 | Jul 31, 2024 | Ariel Global Fund | 6.9% | 0.0% | ALL, BG.VI, CS.PA, CVS, DHI, EMAAR.DU, IFX.DE, INTC, LEN, NTAP, STLA, TSM, VT | AI, financials, global, Homebuilders, insurance, semiconductors, technology, value | AI investment boom driving significant demand for semiconductor hardware. Apple's announcement on Apple Intelligence kickstarted an Edge AI race which will likely drive greater than expected semiconductor growth in smartphones. TSMC benefits from dominant position in relevant chip manufacturing and packaging for AI applications. | STLA CVS INTC ACKB BB TSM NTAP |
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| 2023 Q2 | Jul 16, 2023 | Leaven Partners | -1.4% | 7.9% | EFA, EWJV, SPXTR, VT, XBI | Biotechnology, Currency, Hedge Strategy, Japan, value | Japanese holdings contributed 3.2% to quarterly returns. 100% of Japanese holdings trade below 70% of book value, positioning the fund to benefit from Tokyo Stock Exchange capital efficiency initiatives targeting companies trading below book value. Flow of funds from international investors improving with ¥7.2 trillion net-bought this year. | STSA MTCR |
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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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||