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.
QuantStreet is constructive on global risk assets and U.S. equities, which remain supported by a strong domestic economy. However, citing concerns over Fed independence, foreign policy, and rich valuations, the firm has turned moderately bearish on the U.S. dollar, leading them to increase international exposures and bring their portfolio closer to neutral benchmark weights.
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QuantStreet is constructive on global risk assets and U.S. equities, which remain supported by a strong domestic economy. However, citing concerns over Fed independence, foreign policy, and rich valuations, the firm has turned moderately bearish on the U.S. dollar, leading them to increase international exposures and bring their portfolio closer to neutral benchmark weights.
