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Rates
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 31, 2026 |
Touchstone Balanced Fund Daniel J. Carter
|
View | Quality, Rates | AMAT, GOOGL, RTX | asset allocation, Balanced, Equity, fixed income, Quality, rates |
| 2025 Q4 | Jan 14, 2026 |
Miller Value Partners Deep Value Strategies Daniel Lysik
|
View | Crypto, Small Caps, Rates, Liquidity | BTC-USD, STGY | Bitcoin, Economic Growth, Fed, liquidity, monetary policy, rates, small caps, value |
| 2025 Q3 | Oct 8, 2025 |
East Capital Jacob Grapengiesser
|
View | AI, China, Emerging markets, Frontier Markets, Rates | - | Artificial Intelligence, China, emerging markets, frontier markets, interest rates |
| 2025 Q3 | Oct 31, 2025 |
Newport Capital Group LLC Armand Iacobellis
|
View | Rates | - | duration, Federal Reserve, inflation, International Equities, Small Cap Value |
| 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 Q3 | Oct 21, 2025 |
BNY Mellon Core Plus Fund Brendan Murphy
|
View | Credit, Inflation, Rates | - | credit, fixed income, inflation, interest rates, investment grade |
| 2025 Q3 | Oct 28, 2025 |
Atherean Value Fund, LP Christopher Gething
|
View | Value, Debt, Rates | - | Banking, fiscal debt, inflation, interest rates, valuation |
| 2025 Q3 | Oct 6, 2025 |
Schroders Value Perspective Global Kevin Murphy
|
View | AI, Commodities, Inflation, Trade, Rates | - | AI, commodities, inflation, interest rates, Trade Policy |
| 2025 Q3 | Oct 28, 2025 |
The London Company SMID Cap Brian Campbell
|
View | AI, Rates | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Mid Caps, Quality |
| 2025 Q3 | Nov 13, 2025 |
TCW Core Fixed Income Fund Bryan T. Whalen
|
View | Rates | - | credit, duration, inflation, rates, yieldcurve |
| 2025 Q3 | Oct 9, 2025 |
QCAM Currency Asset Management Bernhard Eschweiler
|
View | Rates, Dollar, Currencies | - | Currency, Dollar, FX, inflation, interest rates |
| 2025 Q3 | Oct 28, 2025 |
The London Company Small-Mid Cap Brian Campbell
|
View | AI, Rates | ACIW, AWI, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Artificial Intelligence, fundamentals, interest rates, Quality, volatility |
| 2025 Q3 | Oct 9, 2025 |
Davidson Investment Advisors Andrew Davidson
|
View | Valuation, Energy, Rates | - | cyclicals, energy, inflation, interest rates, valuation |
| 2025 Q3 | Oct 22, 2025 |
Easterly – Global Real Estate Fund Andrew J. Duffy
|
View | Rates, RealEstate, Supply | AMT, COLD, GMG AU, GRI LN, NXT AU, VTR | Data centers, Global REITs, interest rates, Property Fundamentals, supply constraints |
| 2025 Q3 | Oct 15, 2025 | View | AI, Rates | - | Artificial Intelligence, Capital Expenditure, Global Equities, interest rates, small caps | |
| 2025 Q3 | Oct 1, 2025 |
Glenmede Investment Management LP Jordan Irving
|
View | Small Caps, Trade, Rates | - | Capex, Dollar, Fed Cuts, small caps, tariffs |
| 2025 Q2 | Jul 22, 2025 |
Columbia Strategic Income Fund Gene R. Tannuzzo
|
View | Rates | - | duration, Federal Reserve, fixed income, interest rates, yield curve |
| 2025 Q2 | Jul 31, 2025 |
Newport Capital Group LLC Armand Iacobellis
|
View | Inflation, International, Trade, Rates | - | diversification, inflation, interest rates, International Equities, Trade Policy |
| 2024 Q4 | Dec 31, 2024 |
Peapack Private Matthew P.Remo
|
View | Valuation, Rates, Soft Landing | - | earnings growth, inflation, Soft Landing, Treasury Yields, Valuation risk |
| 2024 Q4 | Jan 17, 2025 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Technology, Rates | - | inflation, interest rates, tariffs, technology, US Equities |
| 2023 Q4 | Jan 17, 2024 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Energy, Volatility, Rates | - | Energy Prices, Interest Rate Uncertainty, Quality stocks, Short Duration Bonds, US Dollar Strength |
| 2023 Q3 | Oct 10, 2023 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Inflation, Growth, Rates | - | Growth Equities, Inflation Moderation, Japan Outperformance, Peak Interest Rates, valuation dispersion |
| 2023 Q3 | Nov 8, 2023 |
1578 Partners, LP Marc Werres
|
View | Rates, SoftLanding, Normalization | AMZN | Earnings Normalization, Fundamental Investing, Long-Term Rates, Market Volatility, Soft Landing |
| 2023 Q3 | Sep 30, 2023 |
Peapack Private Matthew P.Remo
|
View | Valuation, Rates, Soft Landing | - | Equity Valuation, High Quality Bonds, Quantitative Tightening, Soft Landing, Yield Curve Inversion |
| 2023 Q2 | Jun 30, 2023 |
EQUAM Global Value Fund Alejandro Muñoz
|
View | Value, Inflation, M&A, Rates | ALLFG NA, BOWL LN, RST LN | European Small Caps, free cash flow, interest rates, Pricing Power, Takeover Bids |
| 2023 Q1 | Apr 12, 2023 |
Carrington Capital Management, LLC Mohsin Bukhari
|
View | Bonds, Rates, Defensive | - | Defensive Allocation, Government Bonds, Inflation Trends, interest rates, Portfolio Diversification |
| 2023 Q1 | Mar 31, 2023 |
Latitude Global Fund Freddie Lait
|
View | Rates | - | banks, inflation, liquidity, rates, yieldcurve |
| 2022 Q3 | Nov 4, 2022 |
1578 Partners, LP Marc Werres
|
View | Inflation, Resilience, Rates | UBER | Inflation Persistence, Platform Economics, Quality Compounders, Recession Risk, Rising Interest Rates |