Letters by company
AIA Group Ltd
4 letters discussing AAIGF. Everything written about it on this site is on its ticker page.
- Chautauqua Capital Management Q2 2026 International & Global Funds Market Commentary Chautauqua trimmed semiconductor and automation winners, added to Adyen and Constellation Software, and built 3i and AIA as valuations in lagging holdings compressed despite continued earnings growth. It pairs TSMC, ASML, Keyence and Fanuc with software, China and health-care franchises, arguing that durable cash generation and competitive moats can close the gap between intrinsic value and prices. Q2 2026 453950 ADYEY $31BASML $693B
- Cambiar Investors Cambiar International Equity Fund Commentary Cambiar International Equity Fund lagged its benchmark as an underweight technology allocation missed an AI-driven semiconductor rally, while patient holdings in Nintendo, Coloplast and MonotaRo hurt shorter-term results. The team added Canadian National Railway and MTU Aero Engines, sold Barry Callebaut, Icon and UCB, and maintained a diversified, valuation-conscious approach with greater Industrials exposure. 2Q 2026 CNI $72BICLR $13BLDNXF $52B
- Davis Advisors Global ADR Davis Global ADR SMA Portfolio Summer Update 2026 Davis Global ADR SMA retained its contrarian Chinese exposure, arguing that sound company fundamentals and low valuations outweigh the market's AI-driven preference for technology leaders. The portfolio discussed Meituan, AIA Group, Entain, Capital One and the Devon Energy combination, while paring selected semiconductor positions on valuation. first half of 2026 —
- Polaris Capital Management Second Quarter 2026 International Equity Composite Commentary Polaris International Equity Composite sold HD Hyundai Electric and SKF, added Astor Transformator Enerji, Fujifilm Holdings and UniCredit, and attributed IT strength to demand for memory chips. The portfolio sees concentrated growth leadership, sticky inflation and the Iran truce creating valuation dislocations among cash-generative international businesses. Second Quarter 2026 ENI $85BHDIH IX $40B
