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.
Mott Capital's defensive posture and trimming of Microsoft led to a slow Q2 (+0.53% vs. S&P 500's +6.20%), promptimg a strategic shift out of China-exposed tech into defensive turnaround plays like UnitedHealth and Zoetis ahead of anticipated H2 market volatility.
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Mott Capital's defensive posture and trimming of Microsoft led to a slow Q2 (+0.53% vs. S&P 500's +6.20%), promptimg a strategic shift out of China-exposed tech into defensive turnaround plays like UnitedHealth and Zoetis ahead of anticipated H2 market volatility.
