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 U.S. fiscal deficit lowers the probability of a traditional recession, paving the way for the nominal market to crash upwards. While extreme AI concentration has led to a narrow market, the bull market is set to broaden. Multiples Capital is positioned to capitalize through a multi-asset approach, holding shipping, precious metals, and strategic additions in regional banks and international equities.
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The U.S. fiscal deficit lowers the probability of a traditional recession, paving the way for the nominal market to crash upwards. While extreme AI concentration has led to a narrow market, the bull market is set to broaden. Multiples Capital is positioned to capitalize through a multi-asset approach, holding shipping, precious metals, and strategic additions in regional banks and international equities.
