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.
Partners III Opportunity Fund returned -2.96% in 2Q 2024, lagging the Russell 3000 due to extreme mega-cap concentration. The fund capitalized on market volatility by opening three new positions in durable compounders experiencing temporary downturns while trimming mega-cap strength, ending the quarter with an 89% net long posture.
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Partners III Opportunity Fund returned -2.96% in 2Q 2024, lagging the Russell 3000 due to extreme mega-cap concentration. The fund capitalized on market volatility by opening three new positions in durable compounders experiencing temporary downturns while trimming mega-cap strength, ending the quarter with an 89% net long posture.
