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T. Bailey Global Thematic Equity Fund's investment thesis on First Trust NASDAQ Cybersecurity ETF ($CIBR) — Q2 2025 | Buyside Digest

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$CIBRNASDAQFirst Trust NASDAQ Cybersecurity ETF

BULL

T. Bailey Global Thematic Equity Fund—CIBR

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$94.85USD

+0.3% vs last month

$75.93Pitched

+24.9% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The July 2025 Quarterly Report highlights a major shift in global markets, where long-standing US market exceptionalism is facing headwinds from tariffs, inflation, and stretched valuations. T. Bailey argues...

— T. Bailey Global Thematic Equity Fund

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