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.
Leaven Partners, LP gained 5.8% in 2024, lagging the S&P 500 due to a headwind from its hedging strategy and lackluster core holdings. The manager is highly cautious on historically elevated US market valuations and speculative AI narratives, maintaining a defensive posture with active Russell 2000 shorts and a stabilizing foreign exchange overlay.
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Leaven Partners, LP gained 5.8% in 2024, lagging the S&P 500 due to a headwind from its hedging strategy and lackluster core holdings. The manager is highly cautious on historically elevated US market valuations and speculative AI narratives, maintaining a defensive posture with active Russell 2000 shorts and a stabilizing foreign exchange overlay.
