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.
To navigate the rising geopolitical uncertainties and potential energy shocks that threaten global growth, Crawford Investment Counsel advocates for investing in high-quality equities with consistent dividends and strong balance sheets. By capitalizing on recent market corrections, the manager is upgrading portfolio quality to ensure resilience as the market transitions from speculative enthusiasm to a more moderate, value-focused return environment.
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To navigate the rising geopolitical uncertainties and potential energy shocks that threaten global growth, Crawford Investment Counsel advocates for investing in high-quality equities with consistent dividends and strong balance sheets. By capitalizing on recent market corrections, the manager is upgrading portfolio quality to ensure resilience as the market transitions from speculative enthusiasm to a more moderate, value-focused return environment.
Sage Advisory is positioned with an overweight stance in equities and a full-duration profile in fixed income, focusing on yield generation and valuation anomalies. The firm expects moderating growth and persistent inflation to limit rate cuts in 2026. Consequently, they are prioritizing high-quality agency MBS, defensive equity sectors, small caps, and European equities to counter concentration risks and full valuations.
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Sage Advisory is positioned with an overweight stance in equities and a full-duration profile in fixed income, focusing on yield generation and valuation anomalies. The firm expects moderating growth and persistent inflation to limit rate cuts in 2026. Consequently, they are prioritizing high-quality agency MBS, defensive equity sectors, small caps, and European equities to counter concentration risks and full valuations.
The 1851 Emerging Companies Fund delivered strong outperformance in the December half with a +20.8% return, and remains positioned with an 11% cash holding to exploit macro-driven volatility in 2026.
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The 1851 Emerging Companies Fund delivered strong outperformance in the December half with a +20.8% return, and remains positioned with an 11% cash holding to exploit macro-driven volatility in 2026.
