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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 12, 2025 |
Ganes Focused Value Fund Wayne Jones
|
View | Space, Consumer, Retail | APE AU, AUB AU, LOV AU, PWR AU, REH AU | aerospace, consumer, diversification, growth, retail |
| 2025 Q3 | Oct 8, 2025 |
Maple Tree Capital – Jonagold HenryInvests
|
View | AI, Growth, FinTech, Volatility, Retail | HIMS, UPST | AI, Fintech, growth, Retail Investing, volatility |
| 2025 Q3 | Oct 9, 2025 | View | Value, Industrials, Retail | A, APH, BRO, CDW, LSTR, ROST, WAT | AI, industrials, Logistics, retail, value | |
| 2024 Q1 | Apr 17, 2024 |
Langdon Global Smaller Companies Greg Dean
|
View | Healthcare, Retail, Beverage | - | Beverages, Biotech, ContractResearch, LuxuryRetail, MergersAcquisitions |