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Yield
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 1, 2025 |
Eagle Point Capital LLC Matt Franz
|
View | Credit, CLOs, Yield | BTI, CHTR, LULU | CLO, credit, floating rate, Refinancing, Yield |
| 2025 Q3 | Nov 3, 2025 | View | Yield | - | Airdrops, DeFi, Market Neutral, OTC Deals, Stablecoins | |
| 2025 Q2 | Jul 13, 2025 | View | Yield | - | arbitrage, Funding Rates, Liquidity Provision, Market Neutral, Stablecoins | |
| 2025 Q1 | May 14, 2025 | View | Yield | - | Basis Trades, DeFi Lending, Market Neutral, Sharpe Ratio, Stablecoins |