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.
Carrington added to US and Chinese equity holdings during Q4, while maintaining a cautious stance on stretched US valuations and utilizing short-duration bonds and gold to protect against persistent inflation risks.
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Carrington added to US and Chinese equity holdings during Q4, while maintaining a cautious stance on stretched US valuations and utilizing short-duration bonds and gold to protect against persistent inflation risks.
East Capital maintains a bullish stance on emerging and frontier equities, propelled by Taiwan's AI dominance, Korean power grid suppliers, and stabilizing Chinese fundamentals.
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East Capital maintains a bullish stance on emerging and frontier equities, propelled by Taiwan's AI dominance, Korean power grid suppliers, and stabilizing Chinese fundamentals.