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.
O'Keefe Stevens Advisory has positioned Cash as its largest holding due to high market valuations and index concentration. The firm remains highly bullish on Sphere (SPHR) and a looming lumber price inflection, while cautioning that AI will disrupt enterprise software models and act as a net alpha-dilutive tool.
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O'Keefe Stevens Advisory has positioned Cash as its largest holding due to high market valuations and index concentration. The firm remains highly bullish on Sphere (SPHR) and a looming lumber price inflection, while cautioning that AI will disrupt enterprise software models and act as a net alpha-dilutive tool.
