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 strategy targets high-quality businesses in frontier and emerging markets that stand to benefit from long-term structural tailwinds. Currently, the manager is highly constructive on power-generation and grid infrastructure providers, viewing recent market-driven price pullbacks as attractive long-term entry opportunities.
Full Quick Take
The strategy targets high-quality businesses in frontier and emerging markets that stand to benefit from long-term structural tailwinds. Currently, the manager is highly constructive on power-generation and grid infrastructure providers, viewing recent market-driven price pullbacks as attractive long-term entry opportunities.
Miller/Howard is steering clear of the speculative AI-hardware hype, opting instead to build positions in the high-yield utility, energy, and grid infrastructure companies essential to powering the AI expansion.
Full Quick Take
Miller/Howard is steering clear of the speculative AI-hardware hype, opting instead to build positions in the high-yield utility, energy, and grid infrastructure companies essential to powering the AI expansion.
