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Defensive
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 |
Elm Wealth Victor Haghani
|
View | Defensive | - | balanceSheet, Capitalpreservation, Defensive, Valuations, volatility |
| 2025 Q2 | Jul 9, 2025 |
Ameliora Wealth Management Andreas Gilgen
|
View | Defensive | - | currencies, Defensive, diversification, gold, volatility |
| 2023 Q1 | Apr 12, 2023 |
Carrington Capital Management, LLC Mohsin Bukhari
|
View | Bonds, Rates, Defensive | - | Defensive Allocation, Government Bonds, Inflation Trends, interest rates, Portfolio Diversification |