Letters by company

SMC Corporation

1 letter discussing 6273. Everything written about it on this site is on its ticker page.

First Eagle Investments Overseas Fund Commentary First Eagle Overseas Fund trimmed successful holdings and recycled capital into out-of-favor sectors and geographies as US valuations remained elevated. Gold bullion, Alibaba, Prosus, Imperial Oil and Taiwan Semiconductor were leading contributors, while the managers retained Shimano, SMC, FUCHS, Haleon and Ambev despite cyclical or demand-related setbacks. 3Q 2025 +9.2% 6273 $28B7309 $11BABEV $45BBABA $290B