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.
Slightly underperforming its benchmark due to stock selection, but remains constructive on EM assets due to a weakening dollar, broadening earnings momentum, and attractive historical discounts.
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Slightly underperforming its benchmark due to stock selection, but remains constructive on EM assets due to a weakening dollar, broadening earnings momentum, and attractive historical discounts.