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.
Greenlight Capital sits out the AI infrastructure boom, warning of a multi-trillion dollar mathematical mismatch, while finding selective value in PG&E and clinical biotech.
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Greenlight Capital sits out the AI infrastructure boom, warning of a multi-trillion dollar mathematical mismatch, while finding selective value in PG&E and clinical biotech.
Slightly lagging its benchmark. Despite drag from Chinese consumer weakness and Indian corrections, the fund remains constructive on EMs due to secular AI tech demand and currency tailwinds from a declining US dollar.
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Slightly lagging its benchmark. Despite drag from Chinese consumer weakness and Indian corrections, the fund remains constructive on EMs due to secular AI tech demand and currency tailwinds from a declining US dollar.