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Cyclicality
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2022 Q4 | Dec 31, 2022 |
AGT Partners Gregory See
|
View | Rates, Cyclicality, Quality Discipline | - | Capital Cycles, Interest Rate Tightening, Return On Tangible Equity, Short Selling, Valuation discipline |