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RealAssets
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 |
TYME Advisors Taylor Herzog
|
View | RealAssets | - | Alternatives, defense, gold, inflation, realassets |
| 2025 Q3 | Dec 3, 2025 |
Analog Century Management LP Arnold Van Den Berg
|
View | Valuation, Value, RealAssets | - | Capital discipline, Energy Exposure, free cash flow, real assets, Valuation risk |
| 2025 Q2 | Aug 7, 2025 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | RealAssets | - | AI Infrastructure, cash flows, Decarbonization, infrastructure, real assets |