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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Mountain Vista Wealth Management | - | - | FBTC, IEMG, IVE, IVW, IWM, IYZ, QQQ, SPY, VXUS, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | diversification, Dollar, IPOs, Recovery, tariffs, volatility | Manager emphasizes that volatility is the price of admission for superior long-term returns, citing the April market decline and subsequent recovery. The VIX reached 60 during Liberation Day sell-off, the highest since March 2020. | View | |
| 2024 Q2 | Jun 30, 2024 | The Wolf of Harcourt Street | -0.6% | 11.2% | FBTC, IEMG, IVE, IVW, IWM, IYZ, QQQ, SPY, VXUS, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | diversification, Dollar, international, IPOs, tariffs, volatility | The manager emphasizes that volatility is the price of admission for superior long-term returns, citing the extreme market swings in April when the S&P 500 and Nasdaq 100 dropped 11% before recovering. Historical analysis shows strong returns following rapid market declines and near bear markets. | View | |
| 2024 Q1 | Apr 5, 2024 | Brummer Multi-Strategy Fund | - | - | FBTC, IEMG, IVE, IVW, IWM, IYZ, QQQ, SPY, VXUS, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | diversification, Dollar, international, IPOs, technology, Trade Policy, volatility | The manager emphasizes that volatility is the price of admission for superior long-term returns, citing the April market decline and subsequent recovery. During extreme volatility periods like Liberation Day, investors should avoid converting temporary losses into permanent ones by selling. | View | |
| 2026 Q1 | Apr 16, 2026 | Opal Capital | - | - | DIVZ, IDVZ, IEMG, PFDE, PFOE, SPYM | diversification, dividends, international, Quality, risk management, value, volatility | View | ||
| 2025 Q1 | Apr 10, 2025 | Skybound Wealth Management | - | - | FBTC, IEMG, IVE, IVW, IWM, IYZ, QQQ, SPY, VXUS, XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY | Capital markets, diversification, Dollar, Recovery, tariffs, Trade Policy, volatility | Market experienced extreme volatility in April with S&P 500 and Nasdaq 100 dropping 11% from March 31st to April 8th triggered by Trump's reciprocal tariffs announcement. VIX reached approximately 60 intraday during the Liberation Day sell-off, the highest reading since March 2020. Despite the volatility, markets recovered strongly with V-shaped recovery patterns. | View | |
| 2025 Q3 | Oct 8, 2025 | Opal Capital | - | - | BSCR, CLIP, DIVZ, IDVZ, IEFA, IEMG, JAAA, QQQ, SPLG, VEA, VTV, VXX | AI, diversification, emerging markets, ETFs, fixed income, growth, technology | AI integration is reshaping industries and driving enthusiasm around productivity and earnings growth potential. The manager emphasizes the need for discernment to separate real growth from speculation as AI continues to influence market performance. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||