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.
Pernas Portfolio delivered a strong 19.3% return in Q2, heavily outperforming the S&P 500. The fund is constructive on European equity rotation and pro-growth domestic tax revisions, despite deep concerns about rising US sovereign deficits.
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Pernas Portfolio delivered a strong 19.3% return in Q2, heavily outperforming the S&P 500. The fund is constructive on European equity rotation and pro-growth domestic tax revisions, despite deep concerns about rising US sovereign deficits.
