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Scale
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 |
RF Capital Management Roger Fan
|
View | Scale, WealthManagement | - | advisors, Assets, Scale, technology, wealth |
| 2025 Q1 | May 6, 2025 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Scale, Liquidity Recovery, Capital Deployment | - | Capital Deployment, Liquidity Recovery, private credit, real assets, Scale Advantage |
| 2024 Q1 | May 8, 2024 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Scale, Acquisitions, Liquidity Recovery | - | Global Scale, Insurance Assets, Liquidity Recovery, Private Credit Growth, Strategic Acquisitions |
| 2023 Q1 | May 10, 2023 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Private Credit, Consolidation, Scale | - | Alternative Assets, Dry Powder, Industry Consolidation, private credit, Scale Investing |