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Optionality
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 |
RLH SPAC Fund, LP Louis Camhi
|
View | Optionality | AIRO | arbitrage, optionality, risk discipline, SPACs, structured finance |
| 2025 Q1 | Apr 24, 2025 |
Tidefall Capital Management Trevor Scott
|
View | Tariffs, Optionality, Fragmentation | KROS | asymmetric returns, Balance Sheet Strength, Biotech Value, Geopolitical Risk, Trade Policy |