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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 20, 2026 |
N/A – Research Required Camilla Anderson
|
View | Value, Shipping, Private Equity, Insurance, Biotechnology | 096770.KS, BSRT.L, DAN.MI, HANA.L, HAUTO.OL, HVPE.L, NN.AS, NRO.PA, OCI.L, PIN.L, RCP.L, RTW.L, SBER.ME, SIBN.ME, STAN.L, VIG.VI, WALW.OL, WWI.OL, YAR.OL | Biotechnology, Discounts, Europe, insurance, NAV, private equity, shipping, value |