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 fund delivered 3.37% in a highly concentrated, tech-led quarter. The managers utilized short-term healthcare volatility to buy UnitedHealth Group and remain confident that active value will benefit from wide valuation spreads.
Full Quick Take
The fund delivered 3.37% in a highly concentrated, tech-led quarter. The managers utilized short-term healthcare volatility to buy UnitedHealth Group and remain confident that active value will benefit from wide valuation spreads.
