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.
Iran war and Strait of Hormuz closure drove oil from $60s to $110, creating historic supply disruption that shifted global inflation expectations and forced central banks to abandon rate cuts for potential hikes. Saturna maintained conservative duration positioning and focuses on high-quality credits for capital preservation amid volatile geopolitical-driven bond markets that failed traditional safe-haven dynamics.
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Iran war and Strait of Hormuz closure drove oil from $60s to $110, creating historic supply disruption that shifted global inflation expectations and forced central banks to abandon rate cuts for potential hikes. Saturna maintained conservative duration positioning and focuses on high-quality credits for capital preservation amid volatile geopolitical-driven bond markets that failed traditional safe-haven dynamics.
