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Real Estate
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 3, 2026 |
TCW Core Fixed Income Fund Bryan T. Whalen
|
View | Mortgage, Credit Stress, Real Estate | - | credit, Fed policy, fixed income, Mortgage, rates, Spreads |
| 2025 Q4 | Feb 20, 2026 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | AI, Private Credit, Real Estate | - | AI, diversification, global, international, opportunity, private markets, real estate, valuation |
| 2025 Q4 | Jan 14, 2026 |
Longleaf Partners Small-Cap Fund Ross Glotzbach
|
View | Media, Value, Real Estate, Alcohol | ALX, CLW, CNX, CUERVO.MX, ESRT, GHC, GLIBA, GRUMA.MX, MAT, PCH, RYN, SAM, SHEN, TRIP, WTM | Alcohol, Media, real estate, small cap, Telecommunications, undervalued, value |