Letters by company

Arrow ETF Trust

1 letter discussing GYLD. Everything written about it on this site is on its ticker page.

Lyrical Asset Management 2025 U.S. Value Review Letter Lyrical Asset Management argues that capitalization-weighted S&P 500 gains have been driven by valuation expansion rather than superior earnings growth, leaving its value portfolio at a wide discount despite faster historical EPS growth. AI-linked holdings NRG Energy, Johnson Controls and Flex helped offset multiple compression elsewhere, while United Rentals was sold after reaching fair value. 2025 —