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 highlights that while US equity returns are unsustainably concentrated in a few AI platform mega-caps, international equities offer a safer, cheaper, and more diversified way to capture the physical AI infrastructure buildout.
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The fund highlights that while US equity returns are unsustainably concentrated in a few AI platform mega-caps, international equities offer a safer, cheaper, and more diversified way to capture the physical AI infrastructure buildout.
