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.
Constructive on European high yield and CLO tranches due to attractive yield cushions, while emphasizing rigorous borrower cash-flow underwriting in private credit.
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Constructive on European high yield and CLO tranches due to attractive yield cushions, while emphasizing rigorous borrower cash-flow underwriting in private credit.
CrossingBridge is adopting a cautious stance, pulling back from leveraged loans and private credit due to structural strains, while selectively capitalizing on highly protected DIP loans and event-driven debt opportunities.
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CrossingBridge is adopting a cautious stance, pulling back from leveraged loans and private credit due to structural strains, while selectively capitalizing on highly protected DIP loans and event-driven debt opportunities.
Kovitz lagged the momentum-driven Q3 market, choosing instead to trim risk by exiting Oracle and redeploying capital into high-quality, undervalued health care and specialty finance stocks.
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Kovitz lagged the momentum-driven Q3 market, choosing instead to trim risk by exiting Oracle and redeploying capital into high-quality, undervalued health care and specialty finance stocks.