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.
Harris Oakmark leverages equity research to exploit technical supply indigestion in the corporate bond market, specifically lending to prime technology hyperscalers offering wide credit spreads despite negligible leverage and fortress cash flows.
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Harris Oakmark leverages equity research to exploit technical supply indigestion in the corporate bond market, specifically lending to prime technology hyperscalers offering wide credit spreads despite negligible leverage and fortress cash flows.
The California High-Yield Municipal Fund outperformed its benchmark in Q4 2025 through superior sector allocation and barbell maturity positioning, maintaining a constructive outlook on select municipal credit sectors despite a highly bifurcated economic recovery.
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The California High-Yield Municipal Fund outperformed its benchmark in Q4 2025 through superior sector allocation and barbell maturity positioning, maintaining a constructive outlook on select municipal credit sectors despite a highly bifurcated economic recovery.