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.
Lansing Street Advisors maintained a constructive, fully invested equity posture in Q3 2026, advising investors to ignore geopolitical headlines and energy-driven inflation spikes in favor of historic corporate earnings growth and robust household balance sheets.
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Lansing Street Advisors maintained a constructive, fully invested equity posture in Q3 2026, advising investors to ignore geopolitical headlines and energy-driven inflation spikes in favor of historic corporate earnings growth and robust household balance sheets.
Brighton Jones maintained a balanced multi-asset allocation in Q3 2026, weathering a bond market repricing driven by a surge in 10-year Treasury yields to 5.29%, while keeping exposure diversified across maturities and floating-rate debt.
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Brighton Jones maintained a balanced multi-asset allocation in Q3 2026, weathering a bond market repricing driven by a surge in 10-year Treasury yields to 5.29%, while keeping exposure diversified across maturities and floating-rate debt.