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Fragmentation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 24, 2025 |
Tidefall Capital Management Trevor Scott
|
View | Tariffs, Optionality, Fragmentation | KROS | asymmetric returns, Balance Sheet Strength, Biotech Value, Geopolitical Risk, Trade Policy |