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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q2
Aug 21, 2025
Aristotle/Saul Global Equity Fund
Howard Gleicher
View
Follow
Global
,
Technology
,
Trade
,
Health
ALC SW
,
AMGN
,
CCO CN
,
COF
,
MCHP
,
PYPL
,
UBER
Global Equities, healthcare, technology, Trade Policy