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Specialty Retail
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 | View | Value, Small Caps, Specialty Retail | FSV.TO, GYM.TO, RCH.TO, SVI.TO, TVK.TO | Canada, Pharmaceuticals, real estate, retail, small caps, value | |
| 2025 Q4 | Jan 21, 2026 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | Nuclear, Cybersecurity, Medical Devices, Specialty Retail, Biotechnology | ABVX.PA, AXGN, BOOT, CBLL, CWST, FROG, LGCE, MTSI, NAMS, NSKE, OLLI, SLNO, STVN, TTEK, UEC, WRBY | Biotechnology, consumer, energy, growth, healthcare, industrials, small caps, technology |