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.
ByteTree warns of an historic valuation bubble in US equities and positions its multi-asset portfolios heavily toward non-US value, commodities, and high-quality defensive compounders.
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ByteTree warns of an historic valuation bubble in US equities and positions its multi-asset portfolios heavily toward non-US value, commodities, and high-quality defensive compounders.
Taking a highly disciplined value-oriented approach by adding deeply discounted positions in Kyocera and Bunzl while warning of a severe valuation bubble in expensive US equities.
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Taking a highly disciplined value-oriented approach by adding deeply discounted positions in Kyocera and Bunzl while warning of a severe valuation bubble in expensive US equities.
Remaining highly defensive with over 52% of the fund in cash, gold, and Australian bonds due to severe US debt and valuation worries. It is rotating capital from the US into cheap Asian tech and deeply undervalued global energy majors.
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Remaining highly defensive with over 52% of the fund in cash, gold, and Australian bonds due to severe US debt and valuation worries. It is rotating capital from the US into cheap Asian tech and deeply undervalued global energy majors.