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SPACs
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
Pzena Investment Management Daniel L. Babkes
|
View | Value, Momentum, SPACs | - | EAFE, emerging markets, global, momentum, Speculation, valuation, value |
| 2025 Q4 | Jan 16, 2026 |
Boyar Value Group Mark Boyar
|
View | Gold, Volatility, SPACs, Copper, Trade Policy | - | fiscal policy, Market Commentary, monetary policy, Sentiment, Speculation, tariffs, Value Investing, volatility |
| 2025 Q4 | Jan 21, 2026 |
Liberty Park Capital Management Charles P. Murphy
|
View | AI, SPACs, Data Centers | ARQ, BELFB, LAKE, MEC, THRY, XMTR | AI, Bubble, fundamentals, Long/Short, Market Excess, small cap, technology, value |
| 2025 Q4 | Jan 23, 2026 |
RLH SPAC Fund, LP Brian Yacktman
|
View | SPACs, Capital Markets | - | arbitrage, Capital markets, IPOs, optionality, SPACs, Transactions, Trust Value, Yield |