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.
Driven by energy longs like Tidewater, Vista Energy, and Borr Drilling. The fund temporarily de-grossed in March due to extreme geopolitical uncertainty from the Iran war.
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Driven by energy longs like Tidewater, Vista Energy, and Borr Drilling. The fund temporarily de-grossed in March due to extreme geopolitical uncertainty from the Iran war.