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Wealth Management
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
Hardman Johnston International Equity Cassandra A. Hardman
|
View | AI, Mining, Defense Spending, Biosimilars, Wealth Management | 0700.HK, 7011.T, AMZN, AZN, DTE.DE, GE, LDO.MI, MELI, NEX.PA, NVO, PRX.AS, PRY.MI, RHM.DE, SDZ, SIE.DE, STAN.L, TMUS, VZ, WEIR.L | AI, Asia, defense, Europe, financials, healthcare, international, Mining |
| 2025 Q4 | Jan 23, 2026 |
LHC Capital Stephen Aboud
|
View | AI, Alternative Asset Managers, Wealth Management | DBI.AX, HUB.AX, LIFE.AX, MAF.AX, NWL.AX, PME.AX, REA.AX, WTC.AX | AI, Australia, Concentration, Financial Services, Long/Short, Quality, technology, Wealth management |