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.
Capturing strong gains from secular exposures in power generation and U.S. housing while maintaining an underweight stance on traditional long-term bonds.
Full Quick Take
Capturing strong gains from secular exposures in power generation and U.S. housing while maintaining an underweight stance on traditional long-term bonds.