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.
Argosy Investors is adopting a cautious posture, cutting ties with underperforming or fully valued holdings (TRRSF, VNT, DEO, STNE) to lower overall risk, while opportunistically buying high-quality secular growth names (AVTR, FND, QQQ) on post-COVID valuation pullbacks.
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Argosy Investors is adopting a cautious posture, cutting ties with underperforming or fully valued holdings (TRRSF, VNT, DEO, STNE) to lower overall risk, while opportunistically buying high-quality secular growth names (AVTR, FND, QQQ) on post-COVID valuation pullbacks.
