Letters by company

Fujitsu Limited

1 letter discussing FJTSF. Everything written about it on this site is on its ticker page.

Mondrian Investment Partners International Equity Value Strategy International equity markets rose amid a rotation out of semiconductor and technology hardware stocks, higher oil prices and renewed inflation concerns. The portfolio’s IT stock selection offset part of the drag from its French overweight, while Fujitsu benefited from confidence in its resilient services business and AI opportunity. Quarter 3, 2026 —