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 recorded its 5th straight positive year, lagging a tech-led Q4 market. The team is constructive on a structural 'nuclear renaissance' but selectively targets established nuclear operators and plant restarts over pre-commercial SMR technologies.
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Miller/Howard recorded its 5th straight positive year, lagging a tech-led Q4 market. The team is constructive on a structural 'nuclear renaissance' but selectively targets established nuclear operators and plant restarts over pre-commercial SMR technologies.
Appalaches Core LO returned 7.4% in Q2 2025, capitalizing on the April drawdown to buy semiconductor leaders and establishing a core new position in Eagle Materials (EXP) to exploit structural pricing power in US cement and wallboard.
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Appalaches Core LO returned 7.4% in Q2 2025, capitalizing on the April drawdown to buy semiconductor leaders and establishing a core new position in Eagle Materials (EXP) to exploit structural pricing power in US cement and wallboard.
