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 quarter was defined by the initiation of a 5% position in Adobe at attractive valuation multiples, adding to Mexican airport operators (OMA and ASUR) on currency/fuel weakness, and executing a complete post-quarter exit from China (Bosideng and Luzhou Laojiao) while.
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The quarter was defined by the initiation of a 5% position in Adobe at attractive valuation multiples, adding to Mexican airport operators (OMA and ASUR) on currency/fuel weakness, and executing a complete post-quarter exit from China (Bosideng and Luzhou Laojiao) while.