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UK
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 17, 2025 |
Liontrust GF Special Situations Fund Anthony Cross
|
View | UK | AZN, BIG LN, DATA LN, GSK, NFG LN, QLT LN, RELX, WEIR LN, YOU LN | catalysts, earnings, inflation, rates, UKequities |
| 2025 Q3 | Oct 7, 2025 |
Kernow Asset Management Alyx Wood
|
View | Energy, Value, Financials, Contrarian, UK | - | contrarian, energy, financials, UK Equities, Value Investing |
| 2025 Q3 | Nov 12, 2025 |
Schroders Value Perspective UK Kevin Murphy
|
View | UK | - | dividends, multiples, ROE, UK Equities, valuation |
| 2025 Q3 | Oct 16, 2025 |
T. Bailey UK Responsibly Invested Equity Fund Elliot Farley
|
View | UK | CKN LN, MSLH LN, STEM LN | Construction, labour, Midcaps, UKequities, valuation |
| 2025 Q2 | Jul 14, 2025 |
T. Bailey UK Responsibly Invested Equity Fund Elliot Farley
|
View | UK | AZN, LRE LN, SXS LN | dividends, domestic growth, Esg, UK Equities, valuation |
| 2025 Q2 | Nov 11, 2025 |
Schroders Value Perspective UK Kevin Murphy
|
View | UK | - | dividends, multiples, ROE, UK Equities, valuation |