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 |
|---|---|---|---|---|---|---|---|
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"Convertibles outperformed equities in Q1's volatile environment, advancing 3.72% versus S&P 500's 4.33% decline. Fund benefited from AI rotation dynamics and strong tech sector selection while maintaining defensive positioning."
Convertibles outperformed equities in Q1's volatile environment, advancing 3.72% versus S&P 500's 4.33% decline. Fund benefited from AI rotation dynamics and strong tech sector selection while maintaining defensive positioning. Solid credit fundamentals and robust new issuance support the asset class despite geopolitical headwinds and election uncertainty ahead.
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