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Banks
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 Q3 | Oct 9, 2025 | View | AI, Healthcare, Energy, Growth, Banks | ARGX, CLS CN, DOL CN, HSBC, KBC BB, NZYMB SW, SAN | Artificial Intelligence, banks, emerging markets, Europe, healthcare | |
| 2025 Q3 | Oct 21, 2025 |
Cedar Creek Partners Tim Eriksen
|
View | Defense, Banks, MicroCaps | CZBS, ENDI, MCBS, PCHM, PHIG, PROM, SLBK, SODI | banks, defense, Micro Caps, Small business, value |
| 2025 Q3 | Nov 4, 2025 |
Gator Capital Management Derek Pilecki
|
View | Credit, Banks | FFBC | Bank M&A, banks, First Financial Bancorp, Regional Banks, yield curve |
| 2023 Q1 | May 11, 2023 |
1578 Partners, LP Marc Werres
|
View | Resilience, Banks, Stress | IBKR, NBN | Balance Sheet Strength, Banking Stress, Financial Resilience, Interest Rate Risk, Quality Compounders |