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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 2, 2025 |
Night Watch Investment Management Roderick van Zuylen
|
View | AI, Private Credit, Value, Japan, Senior Care | 5842.T, AIR, BKD, BX, DSGR, ENDV.L, GOGO, HAYP.ST, KKR, MRX.L, NE, STX, TDW, VAL, WDC, XFAB.DE | AI, catalysts, Europe, global, Japan, private equity, small caps, value |
| 2025 Q3 | Oct 20, 2025 |
For Purpose Investment Partners (FPIP) Sandy Liang
|
View | Data Centers, Mortgage, Energy Storage, Commercial Real Estate, Senior Care | BE, BN.TO, DHC, ECN.TO, ENB.TO, FLNC, HOUS, HPP, IVQ.TO, LDI, RITM, TA.TO, TLN, VST | AI, Canada, credit, energy, fixed income, high yield, Mortgage, real estate |