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 its massive Carvana position, Recurve recorded an impressive +31% gross return in Q2. The manager defends holding concentrated, volatile winners by utilizing a flexible decision tree framework rather than traditional target-price metrics.
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Driven by its massive Carvana position, Recurve recorded an impressive +31% gross return in Q2. The manager defends holding concentrated, volatile winners by utilizing a flexible decision tree framework rather than traditional target-price metrics.
