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.
Driven by detractions in Chrysalis Investments and VH Global Energy Infrastructure despite strength in Gresham House Energy Storage, while opportunistically scaling high-conviction holdings trading at substantial discounts to net asset value.
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Driven by detractions in Chrysalis Investments and VH Global Energy Infrastructure despite strength in Gresham House Energy Storage, while opportunistically scaling high-conviction holdings trading at substantial discounts to net asset value.
Outperforming its benchmark by 89 basis points driven by strong security selection and tactical overweights in less-liquid and floating rate closed-end funds, while maintaining short duration hedges.
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Outperforming its benchmark by 89 basis points driven by strong security selection and tactical overweights in less-liquid and floating rate closed-end funds, while maintaining short duration hedges.
Gresham House Energy Storage led gains with a potential sale process ahead. Seraphim Space delivered alpha through active trading around a major revaluation.
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Gresham House Energy Storage led gains with a potential sale process ahead. Seraphim Space delivered alpha through active trading around a major revaluation.
The strategy isolates municipal credit spreads and CEF discounts as return drivers. The manager rotated away from Nuveen/Invesco CEFs now trading at premiums toward the broader market trading at -7.5% discounts.
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The strategy isolates municipal credit spreads and CEF discounts as return drivers. The manager rotated away from Nuveen/Invesco CEFs now trading at premiums toward the broader market trading at -7.5% discounts.