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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 31, 2025 |
Shelton Emerging Markets Fund Derek Izuel
|
View | AI, Commodities, Policy | 1211 HK, 2308 TT, 3606 HK, BVT SJ | Brazil Equities, China Equities, Data centers, semiconductors, usd |
| 2025 Q3 | Sep 30, 2025 | View | AI, Policy | ASML NA, BWXT, CHTR, CRM, MU, NOW | Artificial Intelligence, Enterprise Software, Nuclear Energy, semiconductors, Trade Policy | |
| 2025 Q3 | Oct 3, 2025 |
Rathbones Asset Management Liz Savage
|
View | Diversification, Inflation, Policy, Equities, Bonds | - | Bonds, diversification, equities, inflation, monetary policy |
| 2025 Q3 | Oct 8, 2025 |
Advisory Research – Global Select Dividend Adam Steffanus
|
View | AI, Global, Inflation, Policy, Rates | - | AI, Global Equities, inflation, interest rates, monetary policy |
| 2025 Q1 | Apr 1, 2025 |
Capital Group Martin Romo
|
View | AI, Policy, Volatility | - | Artificial Intelligence, diversification, Equity Volatility, Global Markets, Trade Policy |