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Lithium
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 31, 2026 |
Montaka Global Investments Andrew Macken
|
View | AI, Lithium, Software, Alternative Asset Managers | 0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V | AI, Cloud, geopolitics, Lithium, software, technology, value |
| 2025 Q4 | Jan 5, 2026 |
Atrium Research Ben Pirie
|
View | Water, Copper, Gold Miners, Lithium, Silver Miners, Junior Miners | ARG.TO, BQE.TO, CAPT.TO, CUU.TO, DNG.TO, DRX.TO, EDG.TO, FCLI.TO, FRG.TO, GIGA.TO, LVG.TO, MSA.TO, MTT.TO, NFLD.TO, NKG.TO, OGO.TO, REG.TO, RIO.TO, SCZ.TO, SPA.TO | Canada, commodities, Copper, Exploration, gold, Mining, Silver, Small-cap |
| 2025 Q4 | Jan 14, 2026 |
Hardman Johnston Large Cap Equity Cassandra A. Hardman
|
View | AI, Genomics, Lithium | 7269.T, AMZN, AZN, BDX, CCO.TO, CMCSA, EL, EW, GOOGL, HDB, ILMN, IQV, MA, META, MMC, PYPL, SCHW, SLB, SN, TMUS | AI, Genomics, growth, healthcare, large cap, Lithium, technology |
| 2025 Q4 | Jan 15, 2026 |
L1 Capital Long Short Fund Andrew Larke
|
View | AI, Uranium, Gold, Value, Infrastructure, Travel, Lithium, Steel | ALL.AX, AZJ.AX, BSL.AX, CRH, CTD.AX, FLT.AX, FTT.AX, JHX.AX, LLOY.L, LNW.AX, LSF.AX, MIN.AX, STLD, WGX.AX | Australia, gold, infrastructure, Long/Short, Steel, Travel, value |