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.
QV Investors warns that extreme US market valuations (23x P/E) offer an insufficient margin of safety, advising investors to diversify internationally and prepare for volatility despite potential short-term speculative 'melt-ups'.
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QV Investors warns that extreme US market valuations (23x P/E) offer an insufficient margin of safety, advising investors to diversify internationally and prepare for volatility despite potential short-term speculative 'melt-ups'.
