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 entirely by highly successful macro positions in gold, copper, and rates. The firm remains deeply cautious of record-high U.S. stock valuations and is closing the fund to new investors on July 1, 2026.
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Driven entirely by highly successful macro positions in gold, copper, and rates. The firm remains deeply cautious of record-high U.S. stock valuations and is closing the fund to new investors on July 1, 2026.