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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 2, 2024 | WestEnd Capital | 18.2% | 18.2% | ^GSPC, ^VIX | AI, Fed policy, Hedged Equity, technology, Valuations, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. The fund recognizes AI as a key structural driver in the economy. | BA AXP TSM NVDA |
View |
| 2024 Q3 | Oct 4, 2024 | Regency Wealth Management | - | - | ^GSPC, ^VIX | AI, Fed policy, Hedged Equity, technology, Valuations, volatility | Artificial intelligence continues to drive productivity gains and support corporate earnings that exceeded expectations. AI-driven productivity gains are supporting the bull market case alongside mega-cap technology leadership. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Montaka Global Investments | Visa | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | B2B payments, Compounding growth, digital payments, Large Addressable Market, network effects, Payments Network, Visa Direct | View Pitch |
| Apr 28, 2026 | Fund Letters | Easterly - Global Real Estate Fund | Visa | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | antitrust, defensive, financial services, forward earnings, low risk, market outperformance, Monopolization, Payments, Regulatory risk | View Pitch |
| Apr 27, 2026 | Fund Letters | Stenham Asset Management | Visa Inc. | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | digital payments, financial services, Fintech, infrastructure, network effects, Payments, technology, Transaction Processing | View Pitch |
| Apr 27, 2026 | Fund Letters | Kovitz Core Equity | Visa Inc. | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | Compounders, digital payments, Fintech, high margins, infrastructure, network effects, secular growth, Transaction Processing, Two-sided Platform | 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. | ||||||||