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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 8, 2026 | Advisory Research – Global Select Dividend | 0.0% | 0.0% | IEV, SPY | AI, Deregulation, Europe, Fiscal, global, inflation, nuclear, oil | Manager believes 2026 will be the year AI efforts become less speculative and more focused on real-world applications. Views generative AI as the general-purpose technology of our era, possessing unique ability to improve over time and serve as a platform for new innovations. Expects AI efforts to become more practical and productive by second half of 2026. European equities nearly doubled SPY performance in 2025, returning +31.4% versus +17.7% for US. Europe has become a story of breadth with 8 of 11 sectors outpacing S&P 500. Fundamental paradigm shift in Germany abandoning fiscal austerity for fiscal excess, targeting defense and infrastructure spending. Manager expects inflation to remain well anchored in all regions except the US where consumers with extra cash could drive inflation higher. Combination of refunds and lower withholdings will frontload benefits into 2026. US inflation may get stickier as economy reaccelerates and government stimulates struggling low-income consumers. AI race catalyzes nuclear fusion research with at least three private-sector companies expected to achieve Net Energy Gain milestone. One company expected to reach Sustained High-Power Density Operation viable for fusion power plant by late 2026. Oil prices expected to climb into $60-70 per barrel range by Q4 2026 as demand drivers exhibit firmer underlying consumption amid more constrained supply growth than widely assumed by market that believes oil is oversupplied. Red tape expected to be cut at pace across Financial Services, AI/Tech Services and Energy sectors under guise of National Security to prop up economic growth before midterms. Great Financial Crisis capital requirements expected to be watered down, benefitting banks the most. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
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| 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. | ||||||||