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.
Ithaka's growth portfolio lagged its benchmark in Q3 due to poor stock-picking breadth outside of core AI supply chain beneficiaries, leading the team to reallocate capital into secular tech compounders like Oracle and Alphabet.
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Ithaka's growth portfolio lagged its benchmark in Q3 due to poor stock-picking breadth outside of core AI supply chain beneficiaries, leading the team to reallocate capital into secular tech compounders like Oracle and Alphabet.
