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Data
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Troy Multi-Asset Strategy Sebastian Lyon
|
View | AI, Cloud, Data | AMZN, DEO, EXPN.L, FI, GOOGL, LSEG.L, META, MSFT, NVDA | AI, Cloud, Data, global, Quality, technology, value |
| 2025 Q4 | Jan 26, 2026 |
Brown Advisors Global Leaders Strategy Mick Dillon
|
View | AI, Quality, Data | ADBE, ALLE, ASML, AZO, EFX, EXPN.L, GE, GOOG, ILMN, LSEG.L, MA, MRVL, MSFT, ROG.SW, RTO.L, TSM, V, WDAY, WKL.AS, ZTS | AI, Data, global, infrastructure, Quality, technology |
| 2025 Q2 | Jul 31, 2025 |
CDT Capital Management David Papson
|
View | Data | - | Data, insider activity, Labor Market, quantitative, risk |