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 FEM strategy delivered strong gains in Egypt and Malaysia while actively reducing exposure to policy-impacted names in Vietnam, the US, and Indonesia to reallocate capital into highly prospective CEE and Middle Eastern opportunities.
Full Quick Take
The FEM strategy delivered strong gains in Egypt and Malaysia while actively reducing exposure to policy-impacted names in Vietnam, the US, and Indonesia to reallocate capital into highly prospective CEE and Middle Eastern opportunities.
