Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Fund underperformed in November as global equity markets paused, but the managers maintain a constructive outlook for 2026 supported by central bank rate cuts, significant US fiscal stimulus, and secular AI capex trends.
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The Fund underperformed in November as global equity markets paused, but the managers maintain a constructive outlook for 2026 supported by central bank rate cuts, significant US fiscal stimulus, and secular AI capex trends.
