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.
Appleseed Fund remains structurally bullish on gold and real assets due to secular inflation and massive global debt, maintaining a cautious equity posture focused on defensive value.
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Appleseed Fund remains structurally bullish on gold and real assets due to secular inflation and massive global debt, maintaining a cautious equity posture focused on defensive value.
The NCM Enhanced Physical Gold Macro Fund gained over 20% in 2024, and remains highly bullish on gold and silver for 2025 as the macroeconomic risk regime shifts from recession toward inflation.
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The NCM Enhanced Physical Gold Macro Fund gained over 20% in 2024, and remains highly bullish on gold and silver for 2025 as the macroeconomic risk regime shifts from recession toward inflation.
