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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 15, 2025 | For Purpose Investment Partners (FPIP) | 1.6% | 2.1% | FLNC, XBB CN | capital structure, credit, risk reward, secular themes, Yield | The letter focuses on credit opportunities shaped by secular themes such as data center power demand, housing shortages, and capital structure complexity. Management stresses scenario-based risk/reward analysis rather than macro forecasting. The outlook favors selective credit exposure over traditional duration risk. | CPX CN FLNC |
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| 2025 Q4 | Jan 19, 2026 | For Purpose Investment Partners (FPIP) | 0.0% | 8.2% | BE, FLNC, MDA.TO | Canada, credit, Data centers, defense, Energy Storage, fixed income, high yield, Mortgage | The team views the secular increase in global defense spending as an investable theme due to long-term great-power rivalry and U.S. assertiveness on NATO defense spending targets. They initiated positions in MDA Space and added to Top Aces, both defense-related companies providing tailwinds for high-yielding credit investments in the space. Data center-driven electricity demand remains one of the most meaningful conviction themes in the Fund. However, the team recently downsized its positioning in the AI-driven electricity demand theme due to material valuation increases, not because of reduced conviction in industry fundamentals. The Fund maintains exposure to energy storage through positions in Fluence Energy and Bloom Energy bonds. These were among the largest contributors to performance in 2025, reflecting the team's conviction in the energy transition and grid modernization themes. U.S. mortgage demand continues to be one of the most meaningful conviction themes in the Fund. This reflects the team's view on the supportive U.S. employment picture and overall economic resilience supporting credit quality in the mortgage sector. | MDA CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Twitter / X | @junkbondinvest | Fluence Energy, Inc. | Industrials | Electrical Components & Equipment | Bear | NASDAQ | Converts, energy, Flnc, Fluence, Fluence Energy, Ira, Siemens Energy, Tesla | View Pitch |
| Jan 8, 2026 | Fund Letters | Sandy Liang | Fluence Energy, Inc. | Industrials | Electrical Equipment | Bull | NASDAQ | AES, Battery Storage, Convertible Bonds, Credit, data centers, Siemens, utilities | View Pitch |
| Sep 16, 2025 | Short Thesis | Blue Orca | Fluence Energy Inc | Utilities | Electrical Components & Equipment (Grid-Scale Energy Storage) | Bear | NASDAQ | backlog, Batteries, Commoditization, Grid, Margins | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||