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.
Merion Road outperformed small caps in Q2 through selective positioning in asset management consolidation (Victory Capital/Amundi), industrial safety transformation (Lakeland Industries), and overcapitalized community banking (United Bank of Alabama). Manager expects multiple recovery when rates ease, benefiting industrial names with embedded project tailwinds and rate-insensitive customer bases.
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Merion Road outperformed small caps in Q2 through selective positioning in asset management consolidation (Victory Capital/Amundi), industrial safety transformation (Lakeland Industries), and overcapitalized community banking (United Bank of Alabama). Manager expects multiple recovery when rates ease, benefiting industrial names with embedded project tailwinds and rate-insensitive customer bases.
