Discount Retail

Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Feb 11, 2026
Latitude Global Fund
Freddie Lait
View AI, Healthcare, Infrastructure, Buybacks, Travel, Discount Retail AI.PA, ASSA-B.ST, AZO, COR, DEO, DG.PA, DLTR, EIF.PA, GOOGL, ICE, JPM, MCK, RPRX, RYA.L, SHEL, TSCO.L, UNH, V AI, Buybacks, Europe, growth, healthcare, infrastructure, retail, value