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.
Fawkes Capital returned +5.2% in July, 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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Fawkes Capital returned +5.2% in July, 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.
