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.
Capturing discounts across closed-end vehicles and global listed assets while selectively screening emerging fixed-income dislocations following the severe spike in sovereign bond yields.
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Capturing discounts across closed-end vehicles and global listed assets while selectively screening emerging fixed-income dislocations following the severe spike in sovereign bond yields.
Strong corporate earnings and resilient private demand continue to anchor equities at record highs despite renewed rate hikes, surging Treasury yields, and volatile oil prices.
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Strong corporate earnings and resilient private demand continue to anchor equities at record highs despite renewed rate hikes, surging Treasury yields, and volatile oil prices.
Rigden Capital Strategies remains constructive on equities over a twelve-month horizon driven by resilient corporate profit growth and upward earnings revisions.
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Rigden Capital Strategies remains constructive on equities over a twelve-month horizon driven by resilient corporate profit growth and upward earnings revisions.
Despite Iran conflict volatility in March, markets recovered fully by June, driven by exceptional corporate earnings with 85% of companies beating estimates. Wall Street raised 2026 EPS growth forecasts from 13% to 22%.
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Despite Iran conflict volatility in March, markets recovered fully by June, driven by exceptional corporate earnings with 85% of companies beating estimates. Wall Street raised 2026 EPS growth forecasts from 13% to 22%.
Trailing the Nifty 50 due to an early-year drawdown in pharma, but remains constructive on long-term Indian equities due to superior portfolio-level growth and margins.
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Trailing the Nifty 50 due to an early-year drawdown in pharma, but remains constructive on long-term Indian equities due to superior portfolio-level growth and margins.