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.
Merion Road gained nearly 4% in Q2, initiating a new core position in hypersonic defense firm Kratos (KTOS) and exiting Bel Fuse (BELFB), while maintaining 18% cash for selective deployment.
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Merion Road gained nearly 4% in Q2, initiating a new core position in hypersonic defense firm Kratos (KTOS) and exiting Bel Fuse (BELFB), while maintaining 18% cash for selective deployment.
