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.
Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble.
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Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble.
Lagging indices due to its strict avoidance of speculative AI themes. The manager highlights a new strategy to target deep-value Japanese small-caps using a diversified basket approach.
Full Quick Take
Lagging indices due to its strict avoidance of speculative AI themes. The manager highlights a new strategy to target deep-value Japanese small-caps using a diversified basket approach.