Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Schroders Value Perspective UK. This analysis is provided for institutional research purposes only and is not investment advice.
"Q1 2026 saw global equities fall as Middle East conflict drove oil above $100, triggering inflation fears and central bank hawkishness. Energy stocks surged while tech experienced AI-driven rotation from software to infrastructure."
Q1 2026 saw global equities fall as Middle East conflict drove oil above $100, triggering inflation fears and central bank hawkishness. Energy stocks surged while tech experienced AI-driven rotation from software to infrastructure. Commodities gained 40% while bonds sold off on rate hike expectations.
Sign in or create a free account to unlock full commentary, extracted equity pitches, and direct outbound manager source links with your 3 quarterly credits.
