Letters by company

Renesas Electronics Corp ADR

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

Fairtree Asset Management Fairtree Global Equity Fund Q3 2026 commentary Fairtree Global Equity Fund rotated memory exposure from Micron Technology into SK Hynix and added to Alphabet, Broadcom and Nvidia as the AI trade broadened. It opened positions in Applied Materials, Siemens Energy, British American Tobacco, Goldman Sachs and AstraZeneca, while exiting several holdings whose risk-reward or portfolio fit had deteriorated. Q3 2026 —