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.
The fund underperformed its benchmark in Q1 2026 due to currency and rate positioning, yet management maintains a constructive long-term outlook for emerging market local debt backed by attractive real yields, structural disinflation, and selective monetary easing.
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The fund underperformed its benchmark in Q1 2026 due to currency and rate positioning, yet management maintains a constructive long-term outlook for emerging market local debt backed by attractive real yields, structural disinflation, and selective monetary easing.
