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.
The LENS ETF experienced a decline in Q2 2026 due to consolidations in commodities and precious metals following geopolitical developments. However, the manager remains highly confident that the multi-year secular 'Return to Tangibles' super-cycle is only beginning, supported by long-term structural drivers like energy security and unsustainable national debt.
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The LENS ETF experienced a decline in Q2 2026 due to consolidations in commodities and precious metals following geopolitical developments. However, the manager remains highly confident that the multi-year secular 'Return to Tangibles' super-cycle is only beginning, supported by long-term structural drivers like energy security and unsustainable national debt.
