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Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 22, 2026 |
NewBridge Large Cap Growth Equity Erick Maronak
|
View | AI, Cloud, Growth, Data Centers | ADBE, AMZN, ANET, AVGO, CELH, CSGP, GOOGL, LLY, MCK, META, MPWR, MSFT, NFLX, NOW, NVDA, RDDT, TSLA, TW, UBER, V, VRT, ZTS | Fed, fundamentals, growth, large cap, Quality, rates, technology, Trump |
| 2025 Q4 | Jan 16, 2026 |
Stonehearth Capital Management Jamie Upson
|
View | Rates, Value, Growth | - | Fed, growth, inflation, international, rates, Sectors, value |
| 2025 Q4 | Jan 23, 2026 |
Grey Owl Capital Eric Brugel
|
View | Commodities, Gold, Growth, Small Caps | ACWI, GLD, GSG, IWM, MAGS, SPY, TLT | commodities, Cyclical, diversification, gold, growth, inflation, risk management, small caps |
| 2025 Q4 | Jan 8, 2026 |
Oujo Wealth Strategies Jason Gordon
|
View | Dividends, Growth, Small Caps | - | asset allocation, dividends, Fed policy, fixed income, growth, rebalancing, small caps, valuation |
| 2025 Q3 | Dec 31, 2025 |
AMG Frontier Small Cap Growth Fund James A.Colgan
|
View | Growth, Infrastructure, Small Cap Recovery | ALGT, CGNX, COHR, EOLS, INSP, LTH, MAT, RARE, RNST, SIMO, U | AI Infrastructure, earnings recovery, Interest Rate Sensitivity, Semiconductor Exposure, Small Cap Growth |
| 2024 Q4 | Feb 12, 2025 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Private Credit, Growth, AI Investment | - | AI investment, Digital infrastructure, earnings growth, private credit, Renewable Power |