Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Market Rotation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Bell Global Equities Fund Ned Bell
|
View | Technology, Quality Investing, Market Rotation | 3064 JP, ASML | AI, Global Equities, Quality, technology, valuation |