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Geopolitical
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
First Eagle Global Fund Julien Albertini
|
View | AI, Gold, Resilience, Geopolitical | 005930.KS, BA.L, BABA, CHRW, GOOG, GOOGL, META, ORCL, PRX.AS | AI, defense, Geopolitical, global, gold, Resilience, technology |
| 2025 Q4 | Jan 21, 2026 |
Advisors Capital Management, LLC Chuck Lieberman
|
View | AI, Energy, Inflation, Geopolitical | AAPL, AMD, AMZN, AVGO, GOOGL, META, MSFT, NVDA, ORCL, SLB, TSLA | AI, energy, Geopolitical, inflation, productivity, technology, Venezuela |