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Brazil
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
FCL Capital Fernando Araujo
|
View | AI, Crypto, Value, Energy Transition, Copper, Brazil | 0700.HK, 1211.HK, 6367.T, AAPL, FCX, GLEN.L, HBM.TO, HDB, KGH.WA, KWEB, MSFT, NVDA, SCCO, TSLA | AI, Brazil, Copper, crypto, emerging markets, Energy Transition, technology, value |
| 2025 Q4 | Mar 9, 2026 |
Oceana Master Fund Ltd Alexandre Rezende
|
View | Valuation, Brazil | EQTL3.SA, RENT3.SA | Brazil, Elections, Equity, IRR, risk premium, valuation |