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.
Renaissance's International Small Cap strategy capitalised on a strong third quarter, actively rotating away from French political risk and toward high-conviction structural themes like AI infrastructure and EV components at a significant valuation discount to the US.
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Renaissance's International Small Cap strategy capitalised on a strong third quarter, actively rotating away from French political risk and toward high-conviction structural themes like AI infrastructure and EV components at a significant valuation discount to the US.
Driven by constructive thematic plays across AI infrastructure, defense, and niche commodities. The fund has introduced an asymmetric play on Chinese AI development via cheap Malaysian utilities and backup generator manufacturers.
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Driven by constructive thematic plays across AI infrastructure, defense, and niche commodities. The fund has introduced an asymmetric play on Chinese AI development via cheap Malaysian utilities and backup generator manufacturers.