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 fund seeks long-term capital appreciation by taking advantage of market dislocation in legacy sectors, focusing on European financial institutions with improved return on equity and disciplined energy and shipping companies with strong cash flow generation.
Full Quick Take
The fund seeks long-term capital appreciation by taking advantage of market dislocation in legacy sectors, focusing on European financial institutions with improved return on equity and disciplined energy and shipping companies with strong cash flow generation.