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 earnings headwinds at Empire State Realty and TripAdvisor, while initiating one high-cash-flow position and engaging with investees as portfolio price-to-value dropped to 50%.
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Driven by earnings headwinds at Empire State Realty and TripAdvisor, while initiating one high-cash-flow position and engaging with investees as portfolio price-to-value dropped to 50%.