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.
PM Capital navigated a flat to negative quarter by aggressively rotating out of fully priced winners like Apollo and Charles Schwab into deeply undervalued European value plays like Sanofi, Pernod Ricard, and beat-up commodities.
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PM Capital navigated a flat to negative quarter by aggressively rotating out of fully priced winners like Apollo and Charles Schwab into deeply undervalued European value plays like Sanofi, Pernod Ricard, and beat-up commodities.
