| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| 7.5% | -1.7% | -1.7% |
Fortress Caribbean Growth Fund declined 1.7% in Q1 2026 as Middle East conflict escalated, with Iran blocking the Strait of Hormuz disrupting oil supply and driving energy prices higher. This energy shock raised inflation and recession fears, weighing on global equities alongside AI-related concerns about software company profits and technology capital expenditure returns. The S&P 500 fell 8% while Caribbean markets showed relative resilience, with Jamaica gaining 12% and Trinidad declining only 1%. The fund's diversified portfolio held value well during volatility. Management added incrementally to Caribbean holdings and increased software exposure as valuations reached attractive levels. Portfolio remains well diversified across securities, geographies and currencies with 71% in US/international assets and 29% in Caribbean markets. Despite geopolitical uncertainty, the firm maintains its value-focused strategy of finding opportunities where fundamentals remain positive and valuations compelling, emphasizing that periods of uncertainty typically pass and can be followed by strong returns.
Fortress maintains a diversified value approach investing in high-quality assets at reasonable prices across Caribbean and international markets, emphasizing portfolio resilience to navigate volatility while capitalizing on opportunities when quality assets decline in price.
Despite uncertainty from Middle East conflict, periods of uncertainty inevitably pass and can be followed by good returns. Strategy remains unchanged - continue to find opportunity in parts of global equity market where fundamentals remain positive and valuations are compelling.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| May 6 2026 | 2026 Q1 | - | Caribbean, diversification, energy, geopolitics, technology, value | - | Caribbean Growth Fund's diversified value approach weathered Q1 2026 volatility well, declining only 1.7% despite Middle East energy shocks and AI disruption fears. Management opportunistically added to Caribbean holdings and software positions as valuations became attractive. Portfolio resilience and disciplined value investing position the fund to capitalize on quality opportunities during uncertain times. |
| Dec 31 2025 | 2025 Q4 | BRK-B, JNJ, MRK | AI, Bonds, Caribbean, emerging markets, global, healthcare, value | - | Fortress Caribbean Growth Fund gained 2.3% in Q4 and 13.3% for 2025, reaching new highs through value-focused global diversification. International and emerging markets drove performance while Caribbean shares lagged. The manager sees attractive opportunities in undervalued U.S. healthcare and consumer staples overshadowed by AI hype, maintaining optimism despite geopolitical and valuation risks. |
| Sep 30 2025 | 2025 Q3 | BRK-B | AI, Caribbean, diversification, emerging markets, global, rates, technology, value | - | Fortress delivered strong Q3 returns led by emerging markets and AI-driven technology gains, while maintaining their disciplined value approach of investing globally in quality companies at reasonable prices. Despite elevated U.S. tech valuations creating risk, the manager sees compelling opportunities in undervalued international markets and Caribbean companies trading at attractive levels after years of weakness. |
| Jun 30 2025 | 2025 Q2 | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, growth, infrastructure, semiconductors, technology |
AMD SNOW BABA BIDU |
WestEnd Capital doubles down on AI infrastructure through both established leaders and catch-up trades like AMD, Alibaba, and Baidu. Despite Q3 underperformance and market concentration concerns, the firm maintains technology as their largest allocation while diversifying internationally. They focus on durable AI adoption trends and infrastructure investment over short-term policy noise. |
| Mar 31 2025 | 2025 Q1 | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy |
BA HWM ROK GE |
WestEnd outperformed the S&P 500 by 2x in Q2 through concentrated bets on aerospace and industrial automation. The firm is positioned for the convergence of defense spending growth, aerospace recovery, and onshoring trends, with Boeing as a turnaround play complemented by Howmet, Rockwell, and GE Aerospace as enabling infrastructure beneficiaries. |
| Dec 31 2024 | 2024 Q4 | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, international, rates, small caps, technology, Valuations, value | - | Regency Wealth advocates for disciplined value investing amid AI-driven market concentration. With mega-cap tech trading at premium valuations potentially inconsistent with slowing growth, they see compelling opportunities in discounted segments: small caps, international equities, and equal-weighted large caps. Their diversified strategy targets quality companies below intrinsic value across all market segments. |
| Sep 30 2024 | 2024 Q3 | BAC, JPM | Consumer Sentiment, Economic Data, Fed policy, inflation, tariffs, Trade Policy | - | Regency Wealth sees market volatility from tariff announcements as disconnected from underlying economic resilience. While consumer sentiment surveys show pessimism with 7% inflation expectations, actual PCE inflation is 2.1% near Fed targets. S&P 500 earnings grew 13% year-over-year and bank credit metrics improved, supporting a moderately optimistic outlook despite trade policy uncertainty. |
| Jun 30 2024 | 2024 Q2 | ASML, BWXT, CHTR, CMCSA, CRM, MA, META, MU, NOW, NVDA, V | AI, Enterprise Software, growth, nuclear, semiconductors, technology, Trade Policy | - | Portfolio underperformed despite strong fundamentals as AI disruption fears pressured enterprise software holdings. Sold Charter due to broadband subscriber weakness, added Micron for AI memory demand. Trump's pro-growth policy framework now set with favorable trade, tax, and regulatory environment. Manager expects portfolio companies to excel as focus shifts from policy uncertainty to execution under new rules. |
| Mar 31 2024 | 2024 Q1 | - | ABS, CMBS, credit, fixed income, rates, RMBS, Spreads, Structured Credit | - | Easterly Income Opportunities Fund delivered 1.92% returns in Q3 2025 through conservative structured credit positioning. RMBS strength offset CMBS office sector weakness and ABS fraud-related volatility. Fed rate cuts began with more expected as fiscal expansion concerns mount. Fund maintains 20% cash reserves and senior tranche focus to capitalize on dislocations while generating steady income. |
| Dec 31 2023 | 2023 Q4 | - | AI, Beta Management, Fed policy, Hedged Equity, technology, volatility | - | Easterly's hedged equity strategy delivered 4.98% returns in Q3 while maintaining lower volatility than the S&P 500's 8.12% gain. Despite Fed rate cuts, narrow market leadership in mega-cap tech and AI raises durability concerns. The fund's systematic approach monetizes volatility while providing downside protection, positioning it well for an environment of stretched valuations and weak market breadth. |
| Sep 30 2023 | 2023 Q3 | - | Behavioral Finance, Due Diligence, Generalist, Investment Philosophy, value | - | Nixon Capital applies behavioral finance principles to identify value through disciplined generalist investing. The firm emphasizes independent thought, systematic due diligence, and avoiding cognitive biases when analyzing opportunities across sectors. Their philosophy centers on seeking simplicity over perceived complexity while maintaining flexibility and adversarial collaboration to arrive at investment truth rather than winning arguments. |
| Jun 30 2023 | 2023 Q2 | ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX | AI, growth, healthcare, large cap, semiconductors, software, technology |
ALLY FICO ASML ICLR|LLY|PLTR|SNPS|TGT ISRG BSX |
Edgewood's concentrated 22-stock large cap growth portfolio declined 1.2% in Q3 despite strong AI infrastructure performance. The firm added to positions during dislocations, maintaining 28% exposure to AI buildout while seeing encouraging broadening beyond infrastructure. Management invested additional personal capital in September, demonstrating conviction in current positioning and long-term growth prospects. |
| Mar 31 2023 | 2023 Q1 | ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX | AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology |
BSX AVGO FICO |
Edgewood delivered strong Q2 performance (15.9% net) through concentrated holdings in quality growth companies. Strategic additions of Boston Scientific, Broadcom, and Fair Isaac capitalize on medical device innovation, AI semiconductor growth, and credit analytics dominance. Portfolio benefits from secular AI spending trends while maintaining disciplined approach to high-quality companies with durable competitive advantages and consistent growth profiles. |
| Dec 31 2022 | 2022 Q4 | - | - | - | |
| Sep 30 2022 | 2022 Q3 | - | - | - | |
| Jun 30 2022 | 2022 Q2 | - | - | - |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
ResiliencePortfolio resilience emphasized as important consideration during volatile times. Diversified portfolio of high-quality, well-valued assets across sectors and countries provides staying power to navigate challenges and capitalize on opportunities when prices decline. |
Diversification Quality Volatility |
OilIran blocked Strait of Hormuz disrupting global oil supply and driving energy prices higher. Higher energy prices could be supportive to Trinidad stocks by easing fiscal and foreign exchange pressures, though energy shocks initially weighed on markets. |
Energy Geopolitics Trinidad | |
AIAI disruption fears pushed software stocks lower as companies face concern their profits will be undermined by availability of AI tools. Large technology companies' massive AI capital expenditure raises concerns about eventual returns on investments. Added to software companies as valuations reached bargain levels. |
Software Technology Valuations | |
| 2025 Q4 |
AIAI has been the defining theme of market leadership in 2025, driving surge in data center capex and benefiting semis, electrical equipment, and tech hardware. AI data centers require enormous power and Bloom Energy's fuel cells help address this issue. AI requires immense volumes of fast, high-capacity data storage creating strong demand for flash memory solutions. |
Data Centers Semiconductors Storage Power Infrastructure |
Energy TransitionFirst Solar benefits from Trump Administration's 'One Big Beautiful Bill' driving US demand for non-China solar products. The company differentiates itself with thin-film CdTe technology offering better performance in hot/humid/low light conditions and is more efficient for large scale deployment. |
Solar Clean Energy Manufacturing Policy | |
BiotechnologyBiotech was a standout performer during the quarter, delivering its best quarter in five years on the back of improving rate environment, easing regulation with more M&A, and excitement around AI promise in driving efficiencies in drug discovery process. |
Drug Discovery M&A Regulation Innovation | |
SpaceRocket Lab operates in Launch Services providing rides into orbit for small satellites with their Electron rocket, and Space Systems designing spacecraft components and satellite buses. The stock was up nearly 50% in the quarter on strong earnings results and growing backlog. |
Satellites Launch Services Defense Commercial | |
| 2025 Q3 |
AIArtificial intelligence remained the dominant theme supporting global stocks this quarter, with renewed frenzy in technology shares from the AI buildout bringing excitement and higher valuations. AI developments have played an enormous role in markets, fuelling momentum in shares of companies linked to AI, though valuations have not yet been a concern for investors. |
Technology Valuations Growth Momentum Innovation |
Emerging marketsEmerging markets stocks posted the strongest returns this quarter, with constructive trade talks, good valuations and the government's shift to supporting private enterprise lifting Chinese stocks. The Fund's core allocation to emerging equities via the Fortress Emerging Markets Fund returned 15%, leading the way among global allocations. |
China Trade Valuations Government Policy Returns | |
ValueThe manager favors investing in shares of high-quality, profitable companies at reasonable valuations, emphasizing that valuations matter because they are the launching point for future returns and allow room for error. Years of weakness in some parts of the Caribbean have potentially set the stage for good long-term returns among profitable companies that now trade at very attractive valuations. |
Valuations Quality Profitable Long-term Caribbean | |
| 2025 Q2 |
AIWestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. These investments span hardware, software, and enterprise AI adoption. |
Infrastructure Hardware Enterprise Cloud Data |
SemiconductorsAMD represents a strategic inflection point as it competes head-to-head with NVIDIA for major infrastructure contracts. The company has partnerships with OpenAI and Oracle for large-scale AI workloads and is gaining credibility in data center processors. WestEnd views AMD as resembling NVIDIA in early 2024 before broad market adoption. |
Data Centers GPUs Infrastructure Competition | |
ChinaAlibaba and Baidu provide exposure to China's AI development and digital transformation. Alibaba announced $50 billion in AI investment and reported 26% cloud growth, while Baidu operates fully driverless taxis and develops domestic AI solutions. Both companies align with China's goal of integrating AI into the majority of its economy by 2030. |
Technology Cloud Autonomous Investment | |
| 2025 Q1 |
Defense SpendingGlobal defense spending rose to $2.7 trillion in 2024 (+9.4%) and is expected to continue rising. The U.S. Department of Defense's 2025 budget request totals nearly $850 billion, with meaningful allocations aimed at strengthening industrial capabilities in areas like unmanned systems, hypersonics, and solid rocket motors. |
Defense Military Budget Spending Industrial |
AerospaceThe rebound in global air travel (up nearly 10.6% in 2024) and structural supply shortages are fueling commercial aerospace activity. Aircraft manufacturers and suppliers are racing to meet backlogs while investing heavily in domestic production capacity. Companies are prioritizing supply chain visibility and resilience given rising concerns over part shortages and delivery delays. |
Aircraft Aviation Commercial Supply Chain Manufacturing | |
OnshoringThe US government's increasing focus on bringing more manufacturing and production home (onshoring or reshoring) is driving major capital investment across aerospace and defense industries. Ongoing geopolitical uncertainties due to trade issues, national security concerns, and regional instability are accelerating this trend. |
Manufacturing Domestic Production Supply Chain Reshoring | |
AutomationInvestment is flowing toward modernization of maintenance, repair, and overhaul (MRO) services, where artificial intelligence and predictive technologies are helping to reduce aircraft downtime and improve operational efficiency. Companies are adopting AI-driven manufacturing and digitized production systems. |
AI Predictive Manufacturing Efficiency Digital | |
Trade PolicyAfter 100+% tariffs between the U.S. and China, trade hostilities de-escalated with tariffs pulled back to more sensible levels (30% on Chinese exports and 10% on U.S. exports). Markets have moved past the worst-case scenario version of the tariff story, accepting that the U.S.'s effective tariff rate will be higher but not so high as to trigger a recession. |
Tariffs China Trade Policy Negotiations | |
| 2024 Q4 |
AIAI continues to dominate the landscape with companies in the Magnificent 7 reporting significant growth in earnings where AI adoption is credited with positively influencing revenues. However, this concentrated growth has led to elevated valuations that may be inconsistent with an economy positioned for slowing growth. The risks of a potential slowdown in company capital expenditures could have severe implications on broader market sentiment. |
Technology Earnings Valuations Growth Productivity |
ValueThe firm's investment strategy remains grounded in identifying quality companies trading at a discount to their intrinsic value. They highlight significant valuation disparities, with equal-weighted S&P 500 companies trading at a 43% discount to the Magnificent 7, small caps at a 25% discount to the S&P 500, and overseas companies at a 34% discount. |
Discount Intrinsic Quality Fundamental Analysis | |
Small CapsSmall cap companies are trading at a 25% discount to the S&P 500 Index, offering compelling risk/reward characteristics. The rate-cutting environment is seen as a tailwind to smaller companies, presenting opportunities to own quality companies at attractive valuations in the small cap universe. |
Discount Rates Opportunities Quality Valuations | |
| 2024 Q3 |
Trade PolicyTrump announced reciprocal tariffs with a 90-day pause for most countries while maintaining higher tariffs on Chinese imports. The tariff announcement caused significant market volatility with the S&P 500 dropping over 12% in four trading days. Markets are digesting the ramifications of trade policy uncertainty and its potential impact on corporate earnings and economic growth. |
Tariffs Trade War China Reciprocal Volatility |
InflationConsumer inflation expectations in surveys hover north of 7% while actual PCE inflation printed at 2.1% year-over-year, one of the lowest readings in years and in line with the Fed's 2% target. The disconnect between survey expectations and actual data highlights the importance of distinguishing between soft data and hard economic indicators. |
PCE Consumer Expectations Fed Target Survey Data | |
RatesThe Fed is expected to remain on hold longer than previously anticipated due to unclear economic outlook from trade policy. Base case scenario shifted from 2-3 rate cuts in 2025 to potentially one cut this year with a possible second cut at year-end. Fed Chair Powell emphasizes data dependency and assessing trade policy implications. |
Fed Cuts Data Dependent Trade Policy Powell | |
| 2024 Q2 |
AIAI is driving massive structural demand for high bandwidth memory and enterprise software platforms. The manager believes AI will prove additive to enterprise software results despite current market skepticism about seat-based pricing models. AI data center demand has transformed memory from cyclical to more stable with HBM market growing from $8B in 2023 to expected $30B+ in 2026. |
Enterprise Software Data Centers Memory Productivity Innovation |
SemiconductorsThe semiconductor supply chain investment that was expected years ago is finally materializing. ASML maintains a monopoly in EUV lithography essential for high-end GPU and memory chips required for AI. Despite near-term visibility challenges due to trade restrictions, long-term thesis remains intact with surge in 2027 optimism. |
EUV Lithography Foundries Capital Investment Supply Chain | |
NuclearNuclear power is positioned as essential for meeting massive power generation needs driven by AI data center buildout. The Trump administration's all-of-the-above energy approach supports nuclear as part of the solution to bring on 100 gigawatts of additional capacity over five years. This drives demand for waste storage, facility maintenance, and small module reactors. |
Power Generation Energy Infrastructure Small Module Reactors Waste Storage Backlog | |
Trade PolicyThe Trump administration has rewritten international trade terms in favor of US domestic production through tariffs implemented between April and September 2025. These tariffs have been absorbed in supply chains without materially impacting consumer prices. Massive corporate investment commitments in US manufacturing have been secured alongside new trade deals. |
Tariffs Manufacturing Domestic Production Supply Chain Investment | |
| 2024 Q1 |
MortgageNon-Agency RMBS remains one of the strongest areas within structured credit, benefiting from healthy housing market, limited new supply, and attractive yields. New issuance through Q3 2025 reached about $161 billion, matching the total for all of 2024. Credit performance remains stable with delinquencies highest in 2023-vintage non-QM loans but 2025 deals tracking better. |
RMBS Non-QM Prime Jumbo HELOC CRT |
Commercial Real EstateCMBS market remains split between sectors showing clear recovery and those still struggling, particularly office properties. Refinancing success rate for conduit CMBS loans rose to 73% in Q3 2025, though for office loans it remains much weaker at only around 40%. Office loan delinquencies stand at 14% in conduit deals with loss severities climbing to about 60%. |
CMBS Office Conduit Special Servicing Refinancing | |
Credit StressABS market experienced turbulence from Tricolor Holdings bankruptcy after uncovering large-scale double-pledging fraud affecting 40% of its 70,000 auto loans. Subprime auto credit shows broader weakness with net losses rising to 9.33% and delinquencies over 60 days reaching 6.43%, near record highs. Economic pressures on lower-income borrowers whose wages struggle to keep up with inflation. |
Subprime Auto Fraud Delinquencies Consumer Credit ABS | |
RatesFederal Reserve delivered its first rate cut of the year in September, trimming rates by 0.25% as a risk-management move after weaker job market data. Treasury yields declined slightly with 10-year ending quarter at 4.15%. Manager expects yield curve to flatten near term with longer-term Treasury yields likely to decline as unemployment rises and economic growth slows. |
Fed Cuts Treasury Yields Curve Flattening SOFR Rate Policy | |
| 2023 Q4 |
AIArtificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. The fund recognizes AI as a key structural driver in the economy. |
Productivity Technology Mega Cap |
VolatilityThe fund emphasizes its ability to monetize volatility opportunities through systematic yet active approaches. Despite strong index performance, elevated volatility persisted with the CBOE Volatility Index curve remaining steep, reflecting ongoing investor caution. |
CBOE Hedging Risk Management | |
| 2023 Q2 |
AIEdgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework spanning infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer. |
Infrastructure Applications Productivity Computing Data |
SemiconductorsPortfolio includes major semiconductor positions including NVIDIA, ASML, Broadcom, and Synopsys. NVIDIA continues accelerating product release cycles driving exponential performance improvements. ASML's lithography machines enable AI chip manufacturing advancements. Broadcom leads hyperscale custom chip design. |
Chips Manufacturing Design Equipment Computing | |
CloudServiceNow is targeting $1B in AI Now Assist annual contract value by 2026 with consumption-based monetization. The firm sees cloud infrastructure as foundational to AI deployment and data processing capabilities across their portfolio companies. |
Infrastructure Software Services Computing Platforms | |
BiotechnologyEli Lilly represents a major position focused on diabetes and obesity markets with large global patient populations that remain largely underserved. The company launched TuneLab platform for AI-enabled drug discovery and maintains a rich pipeline across therapeutic categories. |
Pharmaceuticals Drug Discovery Diabetes Obesity Pipeline | |
Medical DevicesPortfolio includes Intuitive Surgical and Boston Scientific. Intuitive's latest robot offers 10,000x more computing power leveraging AI for case insights. Boston Scientific incorporates AI into software, imaging and monitoring sensors for diagnostics across interventional procedures. |
Robotics Surgery Diagnostics Innovation Healthcare | |
| 2023 Q1 |
AIAI spending remains a robust secular trend with significant growth opportunities. The AI silicon market is estimated at $250B+ with custom silicon and merchant silicon both scaling successfully. Broadcom anticipates AI compute clusters scaling from 10k to 100k or 500k over medium term with four new unnamed customers expanding AI revenue opportunity. |
Custom Silicon Datacenter Compute Networking Hyperscalers |
Medical DevicesMedical technology represents an attractive healthcare segment with procedure-based sales driving durable revenue streams. Boston Scientific operates in a ~$70B total addressable market estimated to grow 8-9% in 2025, with advances in technology enabling safer, more effective treatments as potential long-term tailwinds. |
Minimally Invasive Electrophysiology Cardiovascular Innovation Procedures | |
SemiconductorsThe semiconductor market is expected to grow from $655B today to $1T+ by 2030 driven by AI compute, networking and digital communications. Broadcom's diversified semiconductor business is positioned to benefit from hyperscaler investment in custom silicon with AI hyperscaler capex estimated at $455B this year to $1T+ by 2029. |
Custom Silicon Networking Hyperscaler Capex Growth |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 22, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | AMD | Advanced Micro Devices | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Cloud computing, data centers, GPUs, market share gains, semiconductors, Server CPUs, Strategic Partnerships | Login |
| Oct 22, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI investment, Asia, China, Cloud computing, data centers, Digital transformation, e-commerce, high-performance computing | Login |
| Oct 22, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | SNOW | Snowflake Inc. | Information Technology | Software | Bull | NYSE | Cloud Data Platform, Data Analytics, Enterprise AI, Enterprise software, machine learning, Multi Cloud, SaaS, unstructured data | Login |
| Oct 22, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | BIDU | Baidu, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI innovation, autonomous vehicles, China, cloud services, Enterprise software, Language Models, robotaxis, Southeast Asia | Login |
| Jul 24, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | ROK | Rockwell Automation, Inc. | Industrials | Industrial Machinery | Bull | NYSE | Artificial Intelligence, Defense, Digital Twins, Industrial automation, manufacturing, Predictive Maintenance, Reshoring, Sensors | Login |
| Jul 24, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | GE | GE Aerospace | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Aircraft engines, Artificial Intelligence, Defense, Joint venture, MRO services, Predictive Maintenance, Reshoring | Login |
| Jul 24, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | HWM | Howmet Aerospace Inc. | Industrials | Aerospace & Defense | Bull | NYSE | advanced materials, Aerospace, Boeing Supplier, Components, Defense, manufacturing, Precision Engineering, supply chain | Login |
| Jul 24, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | BA | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Reshoring, supply chain, turnaround | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | ALLY | Eli Lilly & Co. | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals | Bull | NYSE | Biotech, Diabetes, GLP-1, growth, Obesity, pharmaceuticals, R&D | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | FICO | Fair Isaac Corp. | Software & Services | Application Software | Bull | NYSE | analytics, credit scoring, Fintech, growth, Monopoly, recurring revenue, Software | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | ASML | ASML Holding NV | Technology Hardware & Equipment | Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | ICLR|LLY|PLTR|SNPS|TGT | Synopsys Inc. | Software & Services | Application Software | Bull | NASDAQ | AI, Design Automation, Eda, Ip, Semiconductor Software, Software, technology | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | ISRG | Intuitive Surgical Inc. | Health Care Equipment & Services | Health Care Equipment | Bull | NASDAQ | da Vinci, growth, healthcare, Medical devices, Medtech, recurring revenue, Robotic Surgery | Login |
| Sep 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | BSX | Boston Scientific Corp. | Health Care Equipment & Services | Health Care Equipment | Bull | NYSE | Cardiology, Endoscopy, growth, healthcare, Medical devices, Medtech, Watchman | Login |
| Jun 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | BSX | Boston Scientific Corp. | Health Care Equipment & Supplies | Health Care Equipment | Bull | NYSE | cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, recurring revenue | Login |
| Jun 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI infrastructure, capital return, custom silicon, high margins, M&A, Private Cloud, semiconductors, Software, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | FICO | Fair Isaac Corp. | Software | Application Software | Bull | NYSE | Consumer credit, credit scoring, Financial Analytics, Mortgage, Pricing power, Regulatory Moat, royalty model, share repurchases | Login |
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