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 a sharp rebound in enterprise software holdings and timely additions to IT hardware names like Lenovo and SK hynix, while reallocating capital out of fully valued cyclicals and impaired pharmaceutical pipelines.
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Driven by a sharp rebound in enterprise software holdings and timely additions to IT hardware names like Lenovo and SK hynix, while reallocating capital out of fully valued cyclicals and impaired pharmaceutical pipelines.