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Acquisitions
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 12, 2026 |
REQ Global Compounders Oddbjørn Dybvad
|
View | AI, Data Centers, Acquisitions, Trade Policy | ADDTECH-B.ST, APH, BERG-B.ST, BRO, CSU.TO, DPLM.L, GREEN.ST, HEI, HLMA.L, IMCD.AS, INDU-A.ST, JDG.L, LAGR-B.ST, LIFCO-B.ST, LMN.TO, MOMENT.ST, NCAB.ST, NIBE-B.ST, ROKO.ST, ROP, TOI.TO | Acquisitions, AI, Capital Allocation, compounders, Decentralized, long-term, Quality, software |
| 2024 Q1 | May 8, 2024 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Scale, Acquisitions, Liquidity Recovery | - | Global Scale, Insurance Assets, Liquidity Recovery, Private Credit Growth, Strategic Acquisitions |