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 strategy underperformed in Q3 due to short-term style headwinds, but remains ahead YTD. The managers strongly urge rebalancing out of concentrated US tech growth and into highly attractive, undervalued international dividend-payers.
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The strategy underperformed in Q3 due to short-term style headwinds, but remains ahead YTD. The managers strongly urge rebalancing out of concentrated US tech growth and into highly attractive, undervalued international dividend-payers.
