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.
Long Cast Advisers gained 19% in 2Q25, but is shifting to a cautious, defensive posture with a 10% cash holding due to high macroeconomic policy risks and expected near-term demand destruction.
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Long Cast Advisers gained 19% in 2Q25, but is shifting to a cautious, defensive posture with a 10% cash holding due to high macroeconomic policy risks and expected near-term demand destruction.
