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Mortgage
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 8, 2026 |
Hertford Capital Marc-Lennart Bräutigam
|
View | SaaS, Construction, Mortgage | ACM.DE, BAMI.MI, CRAYN.OL, MAB1.L, MOL.MI, MRL.L, NA9.DE, PHLL.L, QXO, TPFG.L, WOSG.L | Construction, Europe, Mortgage, small caps, software, special situations, value |
| 2025 Q4 | Feb 18, 2026 |
Baron FinTech Fund Josh Saltman
|
View | AI, Crypto, FinTech, Capital Markets, Mortgage | APO, COF, CWAN, FI, FICO, GWRE, HLI, HOOD, IBKR, INTU, JKHY, KKR, LPLA, MA, MELI, MS, NU, SCHW, SHOP, SPGI, V | AI, Banking, Capital markets, crypto, financials, Fintech, growth, technology |
| 2025 Q4 | Jan 19, 2026 |
For Purpose Investment Partners (FPIP) Sandy Liang
|
View | Data Centers, Mortgage, Defense Spending, Energy Storage | BE, FLNC, MDA.TO | Canada, credit, Data centers, defense, Energy Storage, fixed income, high yield, Mortgage |
| 2025 Q4 | Feb 10, 2026 |
Easterly – Income Opportunities Fund Jay Menozzi
|
View | AI, Rates, Mortgage, Real Estate | - | CMBS, credit, fixed income, rates, RMBS, Spreads, Structured Notes |
| 2025 Q4 | Jan 15, 2026 |
Columbia Strategic Income Fund Gene R. Tannuzzo
|
View | Credit, Rates, Mortgage | - | Bonds, credit, duration, Fed policy, fixed income, rates, Yield |
| 2025 Q4 | Jan 27, 2026 |
Angel Oak Multi-Strategy Income Fund Sreeni Prabhu
|
View | Credit, Resilience, Mortgage, Risk Appetite | - | ABS, CLO, credit, duration, fixed income, Mortgage, RMBS, Securitized |
| 2025 Q4 | Feb 8, 2026 |
BlackRock Strategic Income Opportunities Fund Rick Rieder
|
View | Credit, Rates, Mortgage | ECHO, FBC | credit, duration, European credit, fixed income, rates, Securitized, yield curve |
| 2025 Q4 | Jan 15, 2026 |
Claret Asset Management Alain Chung
|
View | AI, Trade Policy, Mortgage | - | AI, Bubble, inflation, Markets, Mortgage, Rally, rates, Trade Policy |
| 2025 Q4 | Feb 3, 2026 |
TCW Core Fixed Income Fund Bryan T. Whalen
|
View | Mortgage, Credit Stress, Real Estate | - | credit, Fed policy, fixed income, Mortgage, rates, Spreads |
| 2025 Q4 | Feb 11, 2026 |
BlackRock Core Bond Fund Rick Rieder
|
View | Rates, Mortgage | EQT, GS, JPM, MS, PCG | credit, duration, Fed policy, fixed income, MBS, rates |
| 2025 Q4 | Jan 18, 2026 |
Seven Corners Capital Scott Klarquist
|
View | Value, Oil, Mortgage, Tobacco | ACT, CART, GNW, HHH, PSHZF, RKT, SD, TPB | concentrated, discount, energy, Mortgage, NAV, Tobacco, value |
| 2025 Q4 | Feb 3, 2026 |
John Hancock Bond Fund Class I Jeffrey N . Given
|
View | Rates, Mortgage, Credit Stress | AAL, BAC, DELL, F, FMCC, FNMA, JPM, WFC | Bonds, credit, duration, Fed policy, fixed income, Mortgage |
| 2025 Q4 | Jan 9, 2026 |
The Bristlemoon Global Fund George Hadjia
|
View | AI, Semiconductors, Software, Home Improvement, Mortgage, Restaurants | ADBE, APP, ASML, EYE, FICO, FND, GOOGL, HD, LOW, NKE, PRTG, SBUX, SNPS, UBER | AI, growth, Housing, Restaurants, semiconductors, software, technology, value |
| 2025 Q4 | Feb 3, 2026 |
Gator Capital Management Derek Pilecki
|
View | Capital Markets, Mortgage, Regional Banks | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value |
| 2025 Q4 | Jan 21, 2026 |
PGIM Core Bond Fund Gregory Peters
|
View | Credit, Rates, Emerging markets, Mortgage | - | credit, duration, Fed policy, fixed income, Spreads, yield curve |
| 2025 Q4 | Feb 6, 2026 |
Third Point Partners Daniel S. Loeb
|
View | AI, Private Credit, Mortgage, Credit Stress, Semiconductor Cycle, Defense Spending | 000660.KS, 034730.KS, BHC, CRS, CSGP, DSV.CO, ENR.DE, META, MIK, MSFT, PCG, PRMB, QBR.B.TO, SNBR, TPG, VST | AI, credit, defense, healthcare, Mortgage, semiconductors, Telecom, value |