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.
ACATIS is taking a highly defensive, value-centric approach to start 2026, rotating out of richly valued tech names like Palantir and redeploying into oversold compounders like Adobe amid escalating global geopolitical shifts.
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ACATIS is taking a highly defensive, value-centric approach to start 2026, rotating out of richly valued tech names like Palantir and redeploying into oversold compounders like Adobe amid escalating global geopolitical shifts.
