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.
PM Harris Kupperman executed a portfolio 'hard reboot' in May, slashing exposure to sit on 40% cash. He remains highly bearish on broader equities, warning of an inevitable economic crisis while waiting patiently for highly asymmetric setups.
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PM Harris Kupperman executed a portfolio 'hard reboot' in May, slashing exposure to sit on 40% cash. He remains highly bearish on broader equities, warning of an inevitable economic crisis while waiting patiently for highly asymmetric setups.
