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Diversification
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
Multiple Opal Capital Entities Austin Graff
|
View | Valuations, Diversification, Volatility, Dollar | BIV, DIVZ, IDVZ, IEFA, JEPI, PCHI, UVXY, VEA, VGLT, VGSH, VTV, VXX | diversification, Dollar, ETFs, Europe, international, risk management, Valuations, volatility |
| 2025 Q4 | Jan 9, 2026 |
Moneta Group Investment Advisors, LLC Aoifinn Devitt
|
View | Gold, Diversification, Small Caps, Infrastructure, Silver | 000660.KS, 005930.KS | diversification, Fed policy, fixed income, geopolitics, infrastructure, international, Precious Metals, small caps |
| 2025 Q4 | Jan 20, 2026 |
Polaris Global Equity Bernard Horn
|
View | AI, Value, Diversification, Energy Transition, Semiconductor Cycle | 000270.KS, 000660.KS, 005930.KS, 1299.HK, 2318.HK, 5871.TW, 6758.T, 8001.T, 8002.T, 8591.T, 8729.T, ALSN, ARW, BABA, BARRY.SW, CAP.PA, CG, COF, DHL.DE, IAG.L, INGR, JAZZ, LIN, LNTH, LTM, LUN.TO, MG.TO, MKSI, ML.PA, MPC, NVS, NXT.L, SBH, SMWRQ, TSN, UTHR, VIPS, YAR.OL | AI, diversification, global, international, Outperformance, semiconductors, technology, value |
| 2025 Q4 | Jan 28, 2026 |
Fidelity Freedom 2045 Fund Brett F Sumsion
|
View | Valuations, Diversification | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, fixed income, global, Target-Date |
| 2025 Q4 | Jan 18, 2026 |
Davenport Core Leaders Fund George L. Smith III
|
View | AI, Diversification, Quality, Momentum | AAPL, ACN, ADBE, AMZN, AVGO, CTAS, EOG, GOOG, ISRG, META, MRVL, MSFT, NOW, NVDA, ROK, SPOT, UBER, UNH, UNP, VRTX | AI, diversification, large cap, Quality, risk management, technology, value |
| 2025 Q4 | Feb 3, 2026 |
Fidelity Freedom 2055 Fund Brett F Sumsion
|
View | Valuations, Diversification | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, global, target date, Valuations |
| 2025 Q3 | Oct 31, 2025 |
Fairtree Wild Fig Multi Strategy Hedge Fund Bradley Anthony
|
View | Diversification, Rebalancing, Risk Management | - | Multi Strategy Investing, Portfolio Diversification, Rebalancing Premium, risk management, Volatility Harvesting |
| 2025 Q3 | Oct 14, 2025 |
Harding Loevner Global Equity Peter Baughan
|
View | Healthcare, Diversification, Infrastructure | ACN, GOOG, ORCL, TSM | Artificial Intelligence, diversification, healthcare, technology, valuation |
| 2025 Q3 | Oct 3, 2025 |
Rathbones Asset Management Liz Savage
|
View | Diversification, Inflation, Policy, Equities, Bonds | - | Bonds, diversification, equities, inflation, monetary policy |
| 2025 Q3 | Oct 22, 2025 |
WestEnd Capital George Bolton
|
View | AI, Diversification, Growth | AMD, BABA, BIDU, SNOW | Artificial Intelligence Infrastructure, Enterprise AI, Global Technology Platforms, Mega-Cap Leadership, Semiconductor Competition |
| 2025 Q3 | Oct 9, 2025 |
Mawer International Equity Fund Dylan Anderson
|
View | AI, Diversification, Value | - | AI, diversification, equities, semiconductors, value |
| 2025 Q3 | Oct 9, 2025 |
Resilient Capital Partners, LLC Christopher Flis
|
View | AI, Diversification, Regulation | - | AI, diversification, regulation, Tax, technology |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Silas Myers
|
View | AI, Valuation, Diversification, Concentration | AAPL, ADBE, APH, CRM, INTU, ORCL, SAP | Artificial Intelligence, diversification, Large Cap Growth, Market Concentration, valuation |
| 2025 Q3 | Oct 15, 2025 |
RIT Capital Ron Tabbouche
|
View | Diversification, Private Equity, AI Exposure | - | Artificial Intelligence, Biotech, diversification, gold, private equity |
| 2025 Q3 | Nov 25, 2025 |
Caledonia Investment Geordie Cox
|
View | Diversification, Compounding, Liquidity | ORCL, SCHW | Balance Sheet Strength, Long-Term Investing, Permanent Capital, Private Capital, Public Equities |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Select Silas Myers
|
View | AI, Valuation, Diversification, Growth | AAPL, ADBE, GOOG, INTU, MCO, NVDA, SAP | Artificial Intelligence, diversification, Growth Stocks, technology, valuation |
| 2025 Q2 | Jul 21, 2025 |
Confluence Investment Management Mark A. Keller
|
View | Diversification | - | asset allocation, diversification, Macro, risk management, uncertainty |
| 2025 Q2 | Jul 29, 2025 |
Fidelity Freedom 2045 Fund Brett F Sumsion
|
View | Diversification | - | asset allocation, diversification, Global Equities, inflation, retirement |
| 2025 Q2 | Jul 6, 2025 |
Resilient Capital Partners, LLC Christopher Flis
|
View | Diversification, Compounding | - | Compounding, Discipline, diversification, international, Valuations |
| 2025 Q2 | Jul 22, 2025 |
Multiple Opal Capital Entities Austin Graff
|
View | Diversification | - | asset allocation, diversification, free cash flow, Geopolitical Risk, Volatility Management |
| 2025 Q2 | Aug 7, 2025 |
Wellington Management Brett Hinds
|
View | Diversification | - | asset allocation, diversification, fundamentals, Macro, risk management |
| 2025 Q2 | Jul 18, 2025 |
Carmignac Patrimoine Jacques Hirsch
|
View | Diversification | - | diversification, flexibility, gold, Hedging, Macro Uncertainty |
| 2025 Q2 | Jul 14, 2025 |
T. Bailey Multi-Asset Dynamic Fund Elliot Farley
|
View | Diversification | ETLN GR, PCILF, PUKVRGA ID | Alternatives, asset rotation, diversification, gold, Multi-Asset |
| 2025 Q2 | Aug 7, 2025 |
Stenham Asset Management Kevin Arenson
|
View | Diversification | AIR FP, AMZN, CME, GE, MA, MSFT, SAF FP, TSM, V | asset allocation, diversification, geopolitics, risk management, volatility |
| 2025 Q2 | Jun 30, 2025 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Diversification | - | Artificial Intelligence, asset allocation, Currency, Global Equities, private markets |
| 2025 Q2 | Jul 22, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | Diversification, Quality, Small/Mid Caps | ACIW, ALIT, BHLB, CHE, CMCO, DLB, DY, FTAI, IPAR, JBGS, MNRO, MTSI, PRGO, SMG, TROX, VRRM | diversification, earnings, Quality, Small/Mid Cap Caps |
| 2025 Q2 | Aug 7, 2025 |
Invesco International Bond Fund Hemant Baijal
|
View | Diversification | - | Currency, diversification, dollar weakness, Duration Management, International Bonds |
| 2025 Q2 | Jul 29, 2025 |
Baron Asset Fund Andrew Peck
|
View | Diversification | ACGL, APH, COO, CSGP, DKNG, GWRE, IDXX, IOT, IT, LPLA, MSCI, MTD, PCOR, ROP, TECH, VRSK | balanced investing, Compounding, diversification, Quality, risk management |
| 2025 Q1 | Mar 13, 2025 |
Fairtree Wild Fig Multi Strategy Hedge Fund Bradley Anthony
|
View | Diversification, Uncorrelated Returns, Risk Control | - | Absolute return, Multi-Strategy, Portfolio Diversification, risk management, uncorrelated returns |
| 2025 Q1 | Apr 10, 2025 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Diversification | - | asset allocation, fixed income, Global Equities, interest rates, risk management |
| 2025 Q1 | Mar 31, 2025 |
Peapack Private Matthew P.Remo
|
View | Diversification, Stagflation, Policy Uncertainty | - | credit spreads, Policy Uncertainty, Quality stocks, Recession Risk, Stagflation |
| 2025 Q1 | Mar 31, 2025 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Tariffs, Diversification | - | Alternatives, Bonds, International Equities, Trade Policy, US Dollar |
| 2024 Q4 | Mar 31, 2024 |
Caledonia Investment Geordie Cox
|
View | Diversification, Dividend, PrivateEquity | - | Capital Allocation, Dividend Discipline, global diversification, Long-Term Investing, Private Equity Portfolio |
| 2024 Q1 | Mar 31, 2024 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Diversification | - | Artificial Intelligence, Currency, Global Equities, private markets, real estate |
| 2023 Q4 | Jan 9, 2024 |
Carrington Capital Management, LLC Mohsin Bukhari
|
View | Diversification, Volatility, Monetary Policy | - | asset allocation, interest rates, Market Volatility, monetary policy, Portfolio Diversification |
| 2023 Q4 | Mar 31, 2023 |
Caledonia Investment Geordie Cox
|
View | Diversification, Compounding, PrivateEquity | - | Dividend Growth, Long-Term Compounding, NAV Growth, Portfolio Diversification, private equity |
| 2021 Q4 | Mar 31, 2021 |
Caledonia Investment Geordie Cox
|
View | Diversification, Long Term Compounding, Private Capital | - | Capital Allocation, Diversified portfolio, Long-Term Compounding, Net Asset Value Growth, Private Capital |