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.
Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
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Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
VG1 posted a strong +15.3% return for the quarter, driven by secular growth trends in AI, European cyclicals, and commodities, alongside proactive portfolio adjustments and active capital buybacks.
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VG1 posted a strong +15.3% return for the quarter, driven by secular growth trends in AI, European cyclicals, and commodities, alongside proactive portfolio adjustments and active capital buybacks.
AVI Global Trust navigated US tariff-induced volatility with a resilient +1.0% NAV return. The manager is highly constructive on prospective returns given historically cheap valuation gaps, marked by a wide 39% portfolio discount.
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AVI Global Trust navigated US tariff-induced volatility with a resilient +1.0% NAV return. The manager is highly constructive on prospective returns given historically cheap valuation gaps, marked by a wide 39% portfolio discount.
