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.
Miller/Howard's Infrastructure portfolio outpaced its benchmark in 3Q 2025 by leaning into high-yielding defensive utilities and midstream energy, uniquely positioning itself to benefit from the massive power requirements of next-generation AI training.
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Miller/Howard's Infrastructure portfolio outpaced its benchmark in 3Q 2025 by leaning into high-yielding defensive utilities and midstream energy, uniquely positioning itself to benefit from the massive power requirements of next-generation AI training.
Platinum is actively hedging against a potential US market correction using shorts and cash, while selectively deploying capital into undervalued Korean stocks and bottoming analog semiconductors.
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Platinum is actively hedging against a potential US market correction using shorts and cash, while selectively deploying capital into undervalued Korean stocks and bottoming analog semiconductors.