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Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Bahl & Gaynor Investment Nick Puncer
|
View | Growth, Quality Investing, AI Spending | - | Artificial Intelligence, dividends, income, Quality, risk management |
| 2025 Q3 | Oct 14, 2025 |
Columbia Dividend Opportunity Fund Grace Lee
|
View | Growth, AI Integration, Value Rotation | ABBV, PM | AI, dividends, financials, healthcare, value |