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.
Though near-term performance was hindered by a speculative, low-quality, risk-on market, Sawgrass remains strongly positioned for a major, impending rotation toward high-quality small-cap stocks.
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Though near-term performance was hindered by a speculative, low-quality, risk-on market, Sawgrass remains strongly positioned for a major, impending rotation toward high-quality small-cap stocks.