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Regulation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 |
Pangolin Asia Fund James Hay
|
View | Emerging markets, Value, Compounding, Indonesia, Regulation | MYOR IJ | Compounding, emerging markets, Indonesia, regulation, Value Investing |
| 2025 Q3 | Oct 9, 2025 |
2Point2 Capital Long Term Value Fund Amit Mantri
|
View | India, Governance, Regulation, Liquidity, Short Selling | 8NI0 GR, LKNCY | Governance, India, Market Liquidity, regulation, Short Selling |
| 2025 Q3 | Oct 9, 2025 |
Resilient Capital Partners, LLC Christopher Flis
|
View | AI, Diversification, Regulation | - | AI, diversification, regulation, Tax, technology |