Dundas Partners LLP

**Dundas Partners LLP** manages $1.4B across a portfolio of 49 positions, exhibiting a concentrated, technology-and-industrial tilt. Top holdings reveal significant allocations to mega-cap technology names, including GOOG ($92.7M) and MSFT ($88.2M), alongside semiconductor exposure in TSM ($85.7M). The strategy maintains substantial exposure to key industrial and financial sectors, evidenced by positions in WRB ($81.4M) and AXP ($65.7M). This structure suggests a conviction-driven approach targeting secular growth themes within established market leaders.

📌 Top Holdings