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.
International equities significantly outperformed U.S. stocks in 2025, marking the start of a anticipated multi-year leadership phase supported by secular drivers like AI energy needs and policy reforms.
Full Quick Take
International equities significantly outperformed U.S. stocks in 2025, marking the start of a anticipated multi-year leadership phase supported by secular drivers like AI energy needs and policy reforms.
Platinum is playing defensive against high-flying US valuations, deploying cash into overlooked international value opportunities in South Korea and Europe that are backed by strong domestic demand and governance reforms.
Full Quick Take
Platinum is playing defensive against high-flying US valuations, deploying cash into overlooked international value opportunities in South Korea and Europe that are backed by strong domestic demand and governance reforms.
