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.
Orbis has allocated ~8% of its Global Equity Strategy to deeply discounted, high-innovation biotech companies (Alnylam, Genmab, Insmed, and CRISPR) that offer attractive, idiosyncratic value in an otherwise expensive and concentrated global market.
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Orbis has allocated ~8% of its Global Equity Strategy to deeply discounted, high-innovation biotech companies (Alnylam, Genmab, Insmed, and CRISPR) that offer attractive, idiosyncratic value in an otherwise expensive and concentrated global market.
