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.
Driven by top contribution from IQVIA Holdings and strength in health care and IT, while establishing new positions in Amrize, LVMH, and Willis Towers Watson and exiting BMW and ConocoPhillips.
Full Quick Take
Driven by top contribution from IQVIA Holdings and strength in health care and IT, while establishing new positions in Amrize, LVMH, and Willis Towers Watson and exiting BMW and ConocoPhillips.