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Trade
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 13, 2025 |
GreensKeeper Value Fund Michael McCloskey
|
View | Trade | ADBE, CBOE, FI, GD, GOOG, ICLR, NVO CN | Canada Economy, Capitalism, Free Trade, innovation, Protectionism |
| 2025 Q3 | Sep 24, 2025 |
Andrew Hill Investment Advisors, Inc. Andrew D.W. Hill
|
View | AI, Commodities, Rates, Trade | AMSC, COST, EQT, GE, GEV | AI, commodities, gold, interest rates, Trade |
| 2025 Q3 | Oct 21, 2025 |
BNY Mellon Appreciation Fund Alan R.Christensen
|
View | AI, Technology, Trade | - | AI, Large Caps, tariffs, technology, Trade |
| 2025 Q3 | Oct 2, 2025 |
Alpinum Investment Management Oliver Rossi
|
View | Commodities, Credit, Alternatives, Trade | - | Alternatives, commodities, credit, gold, Trade |
| 2025 Q3 | Oct 28, 2025 |
abrdn Emerging Markets Fund Devan Kaloo
|
View | AI, Commodities, Trade | - | Artificial Intelligence, commodities, Electrification, semiconductors, Trade |
| 2025 Q3 | Oct 1, 2025 |
Glenmede Investment Management LP Jordan Irving
|
View | Small Caps, Trade, Rates | - | Capex, Dollar, Fed Cuts, small caps, tariffs |
| 2025 Q3 | Oct 28, 2025 |
Hotchkis & Wiley Global Value Fund Scott Rosenthal
|
View | AI, Value, Trade | CMCSA, ELV, GOOG, JDEP NA, WBD, WPP LN | Cloud Computing, Communication Services, Growth Stocks, semiconductors, tariffs |
| 2025 Q3 | Oct 6, 2025 |
Schroders Value Perspective Global Kevin Murphy
|
View | AI, Commodities, Inflation, Trade, Rates | - | AI, commodities, inflation, interest rates, Trade Policy |
| 2025 Q3 | Oct 28, 2025 |
Columbia Global Technology Growth Fund Rahul Narang
|
View | AI, Trade | ACN, ALAB, AVGO, CRM, HOOD, NOW, NVDA, TTD | Artificial Intelligence, Cloud, Data centers, semiconductors, tariffs |
| 2025 Q2 | Jul 31, 2025 |
Newport Capital Group LLC Armand Iacobellis
|
View | Inflation, International, Trade, Rates | - | diversification, inflation, interest rates, International Equities, Trade Policy |
| 2025 Q2 | Aug 21, 2025 |
Aristotle/Saul Global Equity Fund Howard Gleicher
|
View | Global, Technology, Trade, Health | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy |
| 2024 Q4 | Dec 31, 2024 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Trade | - | diversification, inflation, Supply Chains, tariffs, trade war |