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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2026 Q1
Apr 8, 2026
Smallvalue
David Pintado
View
Follow
Gold
,
Luxury
,
Food
,
Glass
GDXJ
,
OLVI.HE
,
ORO.MI
,
RING.DE
,
SAN.MI
,
SFM
,
VID.MC
Europe, Geopolitical, small caps, Traditional Industries, value, volatility