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Distressed
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 8, 2026 |
Diameter Capital Partners LP Scott Goodwin
|
View | AI, Energy Transition, Distressed, Credit Stress, Consumer Finance | AEP, AFRM, AMZN, DIGI, GOOGL, META, MSFT, NFLX, NI, NVDA, ORCL, PARA, PGY, PPL, SATS, SOFI, T, TALEN, UPST, WBD | AI, credit, distressed, energy, Fraud, healthcare, technology |
| 2025 Q4 | Jan 29, 2026 |
Mindset Value Fund Aaron Edelheit
|
View | Distressed, Cannabis | GLASF, GRUSF, VREOF | alpha, Cannabis, Cost Advantages, distressed, Federal Reform, growth |
| 2025 Q2 | Jul 1, 2025 |
Oaktree Capital Management Howard Marks
|
View | Credit, Distressed | - | credit, Debt, distressed, global |