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Global
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 3, 2026 |
QuantStreet Street Harry Mamaysky
|
View | Global, Dollar | - | Allocation, Currency, Dollar, global, international, Risk Assets |
| 2025 Q4 | Jan 15, 2026 |
MASECO Private Wealth Shan Gao
|
View | AI, Global, Trade Policy | NVDA | AI, Central Banks, diversification, Dollar, emerging markets, fixed income, global, Trade Policy |
| 2025 Q3 | Oct 8, 2025 |
Advisory Research – Global Select Dividend Adam Steffanus
|
View | AI, Global, Inflation, Policy, Rates | - | AI, Global Equities, inflation, interest rates, monetary policy |
| 2025 Q2 | Jul 17, 2025 |
Ariel Global Fund Rupal J. Bhansali
|
View | Global | 000660 KS, 1590 TT, 2319 HK, 6361 JP, 6920 JP, BBVA SM, DIS, FSLR, JD, LTMC IM, SNY, TSCO LN, ZBH | diversification, Global Equities, Governance, Quality, Rotation |
| 2025 Q2 | Jul 21, 2025 |
Grandeur Peak Global Advisors, LLC Todd Matheny
|
View | Global | - | diversification, Global Equities, innovation, long-term, productivity |
| 2025 Q2 | Aug 7, 2025 |
Alluvium Global Fund Stuart Pearce
|
View | Global | BABA, DKS, LBRDA, LNR CN, LYB, RHI, RYA ID, THO | balance, diversification, global, risk, structure |
| 2025 Q2 | Aug 21, 2025 |
Aristotle/Saul Global Equity Fund Howard Gleicher
|
View | Global, Technology, Trade, Health | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy |
| 2025 Q2 | Jun 30, 2025 |
FMI International Equity Jonathan T. Bloom
|
View | Global | 669 HK | currencies, global, International Equities, selectivity, Valuations |