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Debt
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 |
Atherean Value Fund, LP Christopher Gething
|
View | Value, Debt, Rates | - | Banking, fiscal debt, inflation, interest rates, valuation |
| 2025 Q2 | Jul 13, 2025 |
Richie Capital Group Khadir Richie
|
View | Macro, Debt | - | Debt, fiscalpolicy, interestRates, Macro, risk |
| 2025 Q2 | Jun 30, 2025 |
Mondrian Global Equity Fund Aileen Gan
|
View | Tariffs, Japan, Debt | 6201 JP | Debt, Governance, Japan, tariffs, volatility |
| 2025 Q2 | Jun 30, 2025 |
Gramercy Emerging Markets Debt Fund Philip Meier Belinda Hill
|
View | Debt | - | emerging markets debt, Fiscal Discipline, income, real yields, sovereign spreads |
| 2025 Q2 | Jun 30, 2025 |
International Equity Value Opportunities Aileen Gan
|
View | Tariffs, Japan, Debt | 6201 JP | Debt, Governance, Japan, tariffs, volatility |
| 2025 Q2 | Jul 25, 2025 |
Hourglass Capital, LLC Andrew T. Anton
|
View | Debt | - | Bonds, Debt, deficits, free cash flow, interest rates |
| 2025 Q2 | Jul 16, 2025 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Tariffs, Debt | - | Europe equities, gold, inflation, sovereign debt, US Dollar |
| 2025 Q2 | Sep 10, 2025 |
Rathbones Asset Management Liz Savage
|
View | Debt | - | diversification, fiscal risk, government debt, inflation, rates |