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Patience
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | AI, Innovation, Growth, Patience, Software | 3064 JP, CYBR, DSY FP, MNDY, SHOP | Artificial Intelligence, Growth Stocks, innovation, long-term, software |
| 2025 Q2 | Jun 12, 2025 |
Smallvalue David Pintado
|
View | Patience | 0FDN LN, CALT IM, OLVAS FH, ORS IM | conviction, long-term, Patience, small caps, valuation gaps |
| 2025 Q2 | Sep 27, 2025 |
Quercus Fund Diego B. Milano
|
View | Patience | - | deep value, drawdowns, Margin Of Safety, Patience, volatility |