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North America
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
Caledonia Investment Geordie Cox
|
View | Private Equity, Asia, North America | CLDN.L | Asia, diversification, Mid-market, North America, private equity, value creation |