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.
Leveraging high-conviction value picks. The fund continues to play structured growth (AMD, NU) alongside deeply mispriced cyclical recovery assets like Huntsman Corp.
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Leveraging high-conviction value picks. The fund continues to play structured growth (AMD, NU) alongside deeply mispriced cyclical recovery assets like Huntsman Corp.