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Sanctions
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 18, 2026 |
TCW Emerging Markets Income Fund Penelope D. Foley
|
View | Resilience, Dollar, Trade Policy, Sanctions | - | Currency, Dollar, emerging markets, geopolitics, growth, Resilience, Sovereign Bonds, Trade Policy |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Value Fund Matthew Fine
|
View | Energy Transition, Oil, Buybacks, Copper, Coal, Sanctions | 0001.HK, 2603.TW, 6951.T, 6955.T, BIRG.L, BMW.DE, BZU.MI, CMA, CS, DB, HBR.L, HCC, IFP.TO, LUN.TO, SFOR.L, SSUB.OL, SUBCY, TDW, VAL | Banking, Copper, energy, Europe, Mining, Resource Conversion, value |