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Regional Rotation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 9, 2024 |
Carrington Capital Management, LLC Mohsin Bukhari
|
View | Geopolitics, Regional Rotation, Defensive Positioning | - | Defensive Assets, Geopolitical Risk, Gold Exposure, Market Volatility, Regional Allocation |