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LNG
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
DKAM Donville Kent Asset Management J.P. Donville
|
View | Value, Small Caps, LNG | CIGI.TO, CPH.TO, E.TO, GSY.TO, MDA.TO, PNG.TO, PRL.TO, VHI.TO, ZDC.TO | Canada, Corrections, earnings, LNG, small caps, technology, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Dividends, Midstream, Data Centers, LNG | AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB | Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines |
| 2025 Q3 | Oct 19, 2025 |
LVS Advisory – Growth Luis V. Sanchez
|
View | Energy, LNG, Power | GLNG | Electricity, energy, infrastructure, LNG, Power |
| 2025 Q3 | Oct 19, 2025 |
LVS Advisory – Event Driven Luis V. Sanchez
|
View | Commodities, Infrastructure, LNG | - | commodities, energy, infrastructure, LNG, M&A |