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Private Equity
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
WS AVI Worldwide Opportunities Fund Nick Greenwood
|
View | Private Equity, Capital Allocation, Energy Storage, Renewables | AERI.L, BSIF.L, BSRT.L, CGEO.L, CHRY.L, GABI.L, GCP.L, GRID.L, HVPE.L, PIN.L, RMII.L, RNEW.L, USF.L, VH.L | Capital Allocation, Discount Arbitrage, Energy Storage, Investment Trusts, private equity, Renewables, Uk, Value Investing |
| 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 |
| 2025 Q4 | Jan 20, 2026 |
N/A – Research Required Camilla Anderson
|
View | Value, Shipping, Private Equity, Insurance, Biotechnology | 096770.KS, BSRT.L, DAN.MI, HANA.L, HAUTO.OL, HVPE.L, NN.AS, NRO.PA, OCI.L, PIN.L, RCP.L, RTW.L, SBER.ME, SIBN.ME, STAN.L, VIG.VI, WALW.OL, WWI.OL, YAR.OL | Biotechnology, Discounts, Europe, insurance, NAV, private equity, shipping, value |
| 2025 Q3 | Oct 15, 2025 |
RIT Capital Ron Tabbouche
|
View | Diversification, Private Equity, AI Exposure | - | Artificial Intelligence, Biotech, diversification, gold, private equity |
| 2025 Q3 | Sep 30, 2025 |
Oaktree Capital Management Howard Marks
|
View | Healthcare, Credit, Valuation, Private Equity, Real Estate | - | credit, healthcare, private equity, real estate, valuation |
| 2024 Q2 | Aug 7, 2024 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Private Equity, Infrastructure, Operational Alpha | - | AI Infrastructure, Data centers, Operational Alpha, private equity, Scale Investing |