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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q3
Oct 3, 2025
Van Der Mandele Arar Fund
Joost van der Mandele
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Follow
China
,
Gold
,
Value
,
Risk
,
Politics
6169 HK
,
IMPP
,
JFIN
,
ORE CN
China, emerging markets, geopolitics, gold, Value Investing