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.
Patient Capital Management delivered strong 2023 performance, capitalizing on market panic to buy high-return banks like UBS and Western Alliance. While trimming top winners, the manager remains bullish on historically cheap classic value stocks and select mega-cap compounders, supported by a constructive economic backdrop and a pivoting Federal Reserve.
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Patient Capital Management delivered strong 2023 performance, capitalizing on market panic to buy high-return banks like UBS and Western Alliance. While trimming top winners, the manager remains bullish on historically cheap classic value stocks and select mega-cap compounders, supported by a constructive economic backdrop and a pivoting Federal Reserve.
