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Capital Markets
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 23, 2026 |
Barometer Capital Management Inc. David Burrows
|
View | AI, Gold, Energy Transition, Capital Markets, Copper, Defense Spending | AEM.TO, BBD-B.TO, BVN, CAT, CLS.TO, CPX.TO, FTT.TO, GOOGL, HWM, K.TO, LRCX, MS, NA.TO, POW.TO, RTX, RY.TO, SAN, SE, TTWO, TVE.TO | AI, Canada, Copper, defense, energy, financials, Precious Metals, semiconductors |
| 2025 Q4 | Jan 26, 2026 |
Davis Financial Fund Chris Davis
|
View | Valuations, Payments, Banking, Capital Markets, P&C Insurance | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value |
| 2025 Q4 | Jan 15, 2026 | View | AI, Small Caps, Capital Markets, Technology | BE, BETA, BHVN, DUOL, DYN, ELF, GKOS, IBP, INSM, LRN, NVS, PEN, PTGX, QLYS, RBC, SGRY, SSD, TREX, VRNS, WIX | active management, AI, Biotechnology, Capital markets, earnings, growth, small cap, Valuations | |
| 2025 Q4 | Feb 25, 2026 |
The D. E. Shaw Group David E. Shaw
|
View | AI, Capital Markets, Risk Appetite | AAPL, AMZN, AVGO, BRK-B, CVX, GE, GOOGL, IBM, JNJ, JPM, META, MSFT, NVDA, PG, TSLA, WFC, XOM | active management, AI, Concentration, market structure, Mega Cap, portfolio construction, risk management, technology |
| 2025 Q4 | Feb 3, 2026 |
Gator Capital Management Derek Pilecki
|
View | Capital Markets, Mortgage, Regional Banks | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value |
| 2025 Q4 | Jan 20, 2026 |
Highwood Value Partners Desmond Kingsford
|
View | Energy, Value, Capital Markets | 2333.HK, ALIM-B.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, JZC.L, MOT.L, ODET.PA, PROT.OL, RYA.L, STDRL.OL, SYY, TAP, TGO.PA, UMG.AS, VIV.PA, VWS.CO | Capital Cycle, Concentration, energy, Europe, Litigation Finance, special situations, value |
| 2025 Q4 | Jan 12, 2026 |
Heartland Mid Cap Value Fund Colin McWey
|
View | AI, Value, Logistics, Capital Markets | JBHT, KMB, MKTX | AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value |
| 2025 Q4 | Feb 13, 2026 |
1578 Partners, LP Marc Werres
|
View | AI, Capital Markets | BDX, GOOG, IBKR, NBN, NFLX, UBER | AI, Brokerage, Compounding, growth, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Pzena US Focused Value Strategy Daniel L. Babkes
|
View | Capital Markets, Trade Down, Freight | BAX, C, CTSH, DAL, DG, DOX, FMC, KNX, MDT, PPG, QRVO, RHI, SWKS, WFC | Buybacks, Capital markets, earnings, Freight, Trade Down, value |
| 2025 Q4 | Jan 19, 2026 |
Sharp Capital Gestora de Recursos Ltda. Ivan Guetta
|
View | Energy Transition, E-commerce, Capital Markets, Utilities | ABEV3.SA, AMER3.SA, BPAC11.SA, CASN3.SA, EQTL3.SA, GFSA3.SA, GOLL4.SA, ITUB4.SA, MELI, NU, OIBR3.SA, PRIO3.SA, SEER3.SA, UGPA3.SA, WEG.SA | Brazil, Capital Allocation, E-Commerce, Industrial, long-term, Utilities, value creation |
| 2025 Q4 | Mar 2, 2026 |
TYME Advisors Taylor Herzog
|
View | Gold, Quality, Capital Markets, Defense Spending, Gold Royalties | AAPL, AVAV, AVGO, BA.L, CBOE, FNV, GOOGL, MRK, NDAQ, NVDA, PLTR, RHM.DE, RTX, TPG, WPM | Alternatives, defense, Exchanges, gold, Japan, Long/Short, Quality, royalties |
| 2025 Q4 | Feb 18, 2026 |
Baron FinTech Fund Josh Saltman
|
View | AI, Crypto, FinTech, Capital Markets, Mortgage | APO, COF, CWAN, FI, FICO, GWRE, HLI, HOOD, IBKR, INTU, JKHY, KKR, LPLA, MA, MELI, MS, NU, SCHW, SHOP, SPGI, V | AI, Banking, Capital markets, crypto, financials, Fintech, growth, technology |
| 2025 Q4 | Jan 27, 2026 |
Antero Peak Group Christopher Smith
|
View | AI, Semiconductors, Energy Transition, Capital Markets, Data Centers, Aerospace | AAPL, ADI, AXON, CAT, COF, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RYCEY, SHOP, SMNEY, TSM, WELL, WFC | aerospace, AI, Capital markets, Data centers, energy, productivity, ROIC, semiconductors |
| 2025 Q4 | Jan 14, 2026 |
Lakehouse Small Companies Fund Donny Buchanan
|
View | Capital Markets, Biotechnology | CAT.AX, CGS.AX, FCL.AX, MFG.AX, OBJ.AX, SDR.AX | Australia, concentrated, growth, small caps, value |
| 2025 Q4 | Feb 10, 2026 |
Sigil Core Fund Joe
|
View | Crypto, Capital Markets, Risk Appetite | FWDI | Bitcoin, Blockchain, crypto, De-risking, DeFi, Digital assets, Fintech |
| 2025 Q4 | Feb 3, 2026 |
Praetorian Capital Management Harris "Kuppy" Kupperman
|
View | Emerging markets, Precious Metals, Capital Markets, Refiners | JOE, MRX | Capital markets, Dollar, emerging markets, inflation, Precious Metals, real estate, Refiners, value |
| 2025 Q4 | Jan 19, 2026 |
Carillon Eagle Growth & Income Fund David Blount
|
View | AI, Semiconductors, Earnings, Capital Markets | ADI, AVGO, AZN, DUK, ETN, GS, HD, JPM, KO, LRCX, MCD, MSFT, ORCL, PG, PNC, RTX, TMUS | AI, Capital markets, earnings, growth, large cap, semiconductors, technology |
| 2025 Q4 | Feb 18, 2026 |
The Gabelli ABC Fund Mario J. Gabelli
|
View | Capital Markets, Biopharma | CFLT, EXAS, FOX, FRGE, GTLS, HOLX, KKR, KMB, KVUE, LEN, NEM, NFG, NFLX, PAAS, PSKY, TGNA, TXNM, WBD | arbitrage, healthcare, industrials, M&A, private equity, technology |
| 2025 Q4 | Jan 29, 2026 |
8th Wonder Investments Daniel Bellehsen
|
View | AI, Media, Luxury, Capital Markets, Space, Vertical Software | AAPL, AMZN, CMCSA, CRM, CSU.TO, DECK, DIS, GOOGL, HEI, LYV, META, MSFT, NFLX, NVDA, PARA, RH, SKX, TOI.TO, TSLA, WBD | aerospace, AI, Leadership, Luxury, M&A, Media, software, value |
| 2025 Q4 | Jan 15, 2026 |
Acuiti Olivia Bray
|
View | Crypto, Capital Markets | - | crypto, Custody, Derivatives, market structure, Prime Brokerage, TradFi, trading |
| 2025 Q4 | Feb 10, 2026 | View | Crypto, Capital Markets, Risk Appetite | FWDI | crypto, DeFi, Digital assets, Liquidations, risk management, Stablecoins | |
| 2025 Q4 | Feb 8, 2026 |
Auxier Asset Management Jeff Auxier
|
View | AI, Value, Capital Markets, Buybacks, Defense Spending | BK, BRK-A, BTI, C, CAT, CVX, FI, GE, GLW, GOOGL, HD, LOW, MSFT, MU, NOW, PH, QCOM, RTX, UNH, VLO | AI, Banking, Buybacks, defense, energy, healthcare, technology, value |
| 2025 Q4 | Jan 16, 2026 |
Citco Declan Quilligan
|
View | Capital Markets, Risk Appetite | - | capital flows, Global Macro, Hedge Funds, Multi-Strategy, Outflows, Performance |
| 2025 Q4 | Feb 13, 2026 |
Eagle Capital Management, LLC Ravenel B. Curry III
|
View | Semiconductors, Oil, Capital Markets, Software, Agriculture | ASML, BAYRY, LSEGY, SAP, SHEL, TSM, TSMC | Agriculture, energy, international, semiconductors, software, technology, value |
| 2025 Q4 | Jan 29, 2026 |
Ironvine Capital Partners, LLC Matt Barnes
|
View | AI, Cloud, Semiconductors, Payments, E-commerce, Capital Markets, Space | ADI, AMAT, AMZN, AON, APH, ASML, BRK-A, HEI, MA, MCO, MSFT, SPGI, TSM, V | aerospace, AI, Capital markets, infrastructure, payments, Quality, semiconductors, technology |
| 2025 Q4 | Jan 20, 2026 |
Nightview Capital Arne Alsin
|
View | AI, China, Semiconductors, E-commerce, Capital Markets, Travel, Electric Vehicles | AMZN, BABA, NITE, TSLA, TSM | AI, Autonomy, China, growth, long-term, Physical AI, semiconductors, technology |
| 2025 Q4 | Feb 20, 2026 |
VH Standard Merger Arb Fund, LP Bob von Hoffmann
|
View | AI, Capital Markets, Onshoring | EA, EXAS, JAMF, KVUE, NSC, QRVO, SGOV, WBD | AI, Capital markets, Deregulation, M&A, Merger Arbitrage, Onshoring, Regulatory, Spreads |
| 2025 Q4 | Feb 12, 2026 |
Vergent Asset Management LLP Ali Alnasser
|
View | Capital Markets, Infrastructure Spending | - | emerging markets, energy, infrastructure, MENA, Reform, Regional, Valuations |
| 2025 Q4 | Jan 23, 2026 |
RLH SPAC Fund, LP Brian Yacktman
|
View | SPACs, Capital Markets | - | arbitrage, Capital markets, IPOs, optionality, SPACs, Transactions, Trust Value, Yield |
| 2025 Q4 | Jan 6, 2026 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Energy Transition, Capital Markets, Critical Minerals, Electric Vehicles | MSFT, NVDA, TSLA | Clean Technology, Energy Storage, impact investing, infrastructure, private equity, Renewable Energy, Secondary Markets, Solar |