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.
The fund re-established positions in HQI/TBI to play a potential M&A restructuring catalyst, while cutting back on Glass House due to regulatory risks and remaining highly bullish on Nelnet.
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The fund re-established positions in HQI/TBI to play a potential M&A restructuring catalyst, while cutting back on Glass House due to regulatory risks and remaining highly bullish on Nelnet.
While markets temporarily rallied on delayed tariffs, unresolved structural issues like a looming labor supply shock and massive global fiscal deficits pose significant risks of resurgent inflation, pointing to opportunities in resilient non-US assets.
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While markets temporarily rallied on delayed tariffs, unresolved structural issues like a looming labor supply shock and massive global fiscal deficits pose significant risks of resurgent inflation, pointing to opportunities in resilient non-US assets.
First Eagle argues that markets are falsely priced for economic equilibrium, ignoring severe labor supply shocks and unrelenting sovereign debt risks that favor non-US equities and gold.
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First Eagle argues that markets are falsely priced for economic equilibrium, ignoring severe labor supply shocks and unrelenting sovereign debt risks that favor non-US equities and gold.