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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative assets to drive resilient, active returns."
T. Bailey Funds' July 2025 Quarterly Report details a notable market shift away from US dominance, as international equities and active portfolios outperform S&P 500 benchmarks. Throughout the quarter, T. Bailey's diversified portfolios successfully captured gains in thematic baskets (AI, cybersecurity), UK small/mid-caps, and real estate, securing notable exits such as Urban Logistics REIT after a takeover bid. Moving into H2 2025, the firm remains cautious of US macroeconomic policy, expecting slowing GDP growth and potential Fed rate cuts, while remaining constructive on Japan, emerging markets, and strategic alternative debt structures.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Growth Outlook
Market outlook remains above average conviction: With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Risk Appetite
Risk appetite posture is above average conviction: With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Forward Guidance
Forward guidance signal: With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Language Signal
Tone analysis indicates above average conviction language: With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Perceived Risk
Perceived risk level is evaluated as above average conviction. With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
Time Horizon
Investment time horizon reflects a high conviction orientation. With US market dominance fading under the weight of tariffs and stretched valuations, T. Bailey is shifting exposure toward undervalued international equities and alternative asset...
