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 Fairtree Global Equity Fund underperformed in Q4 2024 with a -6.35% return, hit by a broader sell-off in European and emerging markets. The fund remains cautious on high US tech valuations and cyclicals, choosing to allocate instead to select defensives, Chinese technology, and Kazakhstani financials.
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The Fairtree Global Equity Fund underperformed in Q4 2024 with a -6.35% return, hit by a broader sell-off in European and emerging markets. The fund remains cautious on high US tech valuations and cyclicals, choosing to allocate instead to select defensives, Chinese technology, and Kazakhstani financials.
