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.
Outperforming the Russell Midcap Growth Index by 63 basis points driven by resilient Health Care holdings, while divesting housing-sensitive cyclicals to fund entries in Liberty Media and Ares Management.
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Outperforming the Russell Midcap Growth Index by 63 basis points driven by resilient Health Care holdings, while divesting housing-sensitive cyclicals to fund entries in Liberty Media and Ares Management.