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 negative stock selection in Energy, Consumer Discretionary, and Industrials, while maintaining exposure to fundamentally sound small caps trading at attractive multiples.
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Driven by negative stock selection in Energy, Consumer Discretionary, and Industrials, while maintaining exposure to fundamentally sound small caps trading at attractive multiples.