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.
Renaissance's International Small Cap strategy capitalised on a strong third quarter, actively rotating away from French political risk and toward high-conviction structural themes like AI infrastructure and EV components at a significant valuation discount to the US.
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Renaissance's International Small Cap strategy capitalised on a strong third quarter, actively rotating away from French political risk and toward high-conviction structural themes like AI infrastructure and EV components at a significant valuation discount to the US.
The PM Capital Global Companies Fund recorded a flat 0.7% return for Q4 2024 as strong performances from financials and industrials were balanced by short-term weakness in commodities.
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The PM Capital Global Companies Fund recorded a flat 0.7% return for Q4 2024 as strong performances from financials and industrials were balanced by short-term weakness in commodities.