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.
Arisaig Partners invests in dominant Asian consumer, retail, and quick-service restaurant companies with strong moats and 20-year growth runways. Following a major repositioning toward North Asia and ASEAN, underlying portfolio fundamentals remain robust with double-digit growth, trading at extremely compressed forward valuations compared to historical levels.
Full Quick Take
Arisaig Partners invests in dominant Asian consumer, retail, and quick-service restaurant companies with strong moats and 20-year growth runways. Following a major repositioning toward North Asia and ASEAN, underlying portfolio fundamentals remain robust with double-digit growth, trading at extremely compressed forward valuations compared to historical levels.
ARK remains highly bullish on disruptive innovation, viewing the recent macroeconomic downturn as a coiled spring poised to unleash a massive, productivity-driven economic boom bolstered by pro-growth policies.
Full Quick Take
ARK remains highly bullish on disruptive innovation, viewing the recent macroeconomic downturn as a coiled spring poised to unleash a massive, productivity-driven economic boom bolstered by pro-growth policies.
