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Consumption
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 8, 2025 |
Orbis International Equity Timo Smuts
|
View | Value, Asia, Consumption, Reform, Dividend | - | Asia, consumption, Corporate Reform, Dividend, value |
| 2025 Q3 | Oct 9, 2025 |
ITUS Capital Fundamental Value Fund Naveen Chandramohan
|
View | Platforms, Consumption, Chemicals | - | Chemicals, consumption, Domestic Demand, Manufacturing, Platforms |
| 2025 Q2 | Jul 9, 2025 |
AssetMark, Inc. Christian Chan
|
View | Consumption | - | consumer resilience, economic stability, growth, spending, wages |