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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 4, 2026 | Easterly – Global Real Estate Fund | 1.0% | 1.0% | EQIX, GMG.AX, HKL.HK, NTST, SGP.AX, UTG.L | Data centers, global, interest rates, Property, real estate, REITs | SGP.AX UTG.L EQIX NTST HKL.L |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | Fund Letters | Easterly - Global Real Estate Fund | NETSTREIT Corp | REIT - Retail | Retail REITs | Bull | New York Stock Exchange | acquisition, defensive, income-oriented, Long Duration, Necessity Retail, Net Lease, REIT, Stable cash flows | View Pitch |
| Mar 27, 2026 | Seeking Alpha | Seeking Alpha | Netstreit Corp. | Real Estate | Retail REIT | Bull | New York Stock Exchange | Dividend Growth, Inflationary costs, Interest rates, investment-grade rating, macroeconomic factors, Net lease model, portfolio expansion, Retail REIT, Sunbelt region, tenant diversification | View Pitch |
| Jan 30, 2026 | Seeking Alpha | Seeking Alpha | NETSTREIT Corp. | Real Estate | Triple Net REIT | Bull | New York Stock Exchange | dividend yield, Investment-grade tenants, long-term contracts, NETSTREIT, Real Estate, short interest, Short squeeze, Stable cash flows, Triple Net REIT | 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. | ||||||||