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Staples
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 |
Mondrian Global Equity Fund Aileen Gan
|
View | Utilities, Staples | OHAT LN, PEP | defensives, inflation, regulation, staples, Utilities |
| 2025 Q3 | Oct 9, 2025 |
Frank Value Fund Brian Frank
|
View | Value, M&A, Staples | - | Consumer Staples, free cash flow, interest rates, Mergers, value |