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.
Despite initial panic over Trump tariffs in April 2025, markets staged a rapid comeback in Q2 2025, underscoring the futility of short-term trading. Claret Asset Management advocates for a disciplined long-term buy-and-hold strategy focused on fundamental valuations.
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Despite initial panic over Trump tariffs in April 2025, markets staged a rapid comeback in Q2 2025, underscoring the futility of short-term trading. Claret Asset Management advocates for a disciplined long-term buy-and-hold strategy focused on fundamental valuations.
