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 Oakmark International Strategy returned 4.93% net in Q4 2025, actively shifting capital into discounted high-quality names like AstraZeneca and Unilever as the U.S. growth-stock paradigm begins to unwind.
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The Oakmark International Strategy returned 4.93% net in Q4 2025, actively shifting capital into discounted high-quality names like AstraZeneca and Unilever as the U.S. growth-stock paradigm begins to unwind.
Ameliora remains cautious on US assets due to structural debt burdens, extreme market greed, and recession signals, shifting its preference toward European equities, gold, and long-term themes in Japan and India.
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Ameliora remains cautious on US assets due to structural debt burdens, extreme market greed, and recession signals, shifting its preference toward European equities, gold, and long-term themes in Japan and India.
