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Consumer Finance
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 20, 2026 |
OAM Asian Recovery Fund Desmond Kinch
|
View | China, Value, Quality, Consumer Finance, Travel, ASEAN | 0700.HK, 1919.HK, AAXJ, MDLZ, MMYT, NVDA | ASEAN, Asia, China, Consumer Finance, Quality, Travel, value |
| 2025 Q4 | Jan 8, 2026 |
Diameter Capital Partners LP Scott Goodwin
|
View | AI, Energy Transition, Distressed, Credit Stress, Consumer Finance | AEP, AFRM, AMZN, DIGI, GOOGL, META, MSFT, NFLX, NI, NVDA, ORCL, PARA, PGY, PPL, SATS, SOFI, T, TALEN, UPST, WBD | AI, credit, distressed, energy, Fraud, healthcare, technology |