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Wireless Telecom
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Dec 31, 2025 |
Rubicon equities Lars Ahns
|
View | Value, Specialty Chemicals, Wireless Telecom | AZE.BR, IMCD.AS, JST.DE, NVM.DE, SBS.DE, UI1.DE | Chemicals, contrarian, Cyclical, Germany, SMID Cap, Telecom, value |