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 gains in Softbank and aerospace. Entering 2026, they are highly constructive on South Korean corporate reforms and are initiating shorts against viral consumer fads.
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Driven by gains in Softbank and aerospace. Entering 2026, they are highly constructive on South Korean corporate reforms and are initiating shorts against viral consumer fads.
Actively rotating capital out of GLP-1 incumbents and into UK housing and Softbank. They are shorting Pop Mart to capitalize on the peaking Labubu doll hype cycle.
Full Quick Take
Actively rotating capital out of GLP-1 incumbents and into UK housing and Softbank. They are shorting Pop Mart to capitalize on the peaking Labubu doll hype cycle.