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Alternative Asset Managers
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 31, 2026 |
Montaka Global Investments Andrew Macken
|
View | AI, Lithium, Software, Alternative Asset Managers | 0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V | AI, Cloud, geopolitics, Lithium, software, technology, value |
| 2025 Q4 | Feb 2, 2026 |
AGT Partners Gregory See
|
View | AI, Gold, Semiconductors, Gaming, Banks, Alternative Asset Managers, Offshore Wind, Palm Oil | 0700.HK, 0883.HK, 5MP.SI, AAPL, APO, D05.SI, KKR, OV8.SI, TSM | Alternative Assets, Asia, Banking, gaming, Offshore Wind, semiconductors, small caps, value |
| 2025 Q4 | Jan 12, 2026 |
SVN Capital Fund Shreekkanth Viswanathan
|
View | AI, India, Alternative Asset Managers, P&C Insurance, Space | 532978.NS, 533655.NS, COHR, HEI, KKR, KNSL, RML.PA | aerospace, AI, Alternative Asset Managers, Concentration, India, insurance, Quality, value |
| 2025 Q4 | Jan 23, 2026 |
LHC Capital Stephen Aboud
|
View | AI, Alternative Asset Managers, Wealth Management | DBI.AX, HUB.AX, LIFE.AX, MAF.AX, NWL.AX, PME.AX, REA.AX, WTC.AX | AI, Australia, Concentration, Financial Services, Long/Short, Quality, technology, Wealth management |