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.
Driven by resilient banking and refining holdings across Africa and Eastern Europe, while the firm actively contained AI capex factor risk and pared Turkish allocations.
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Driven by resilient banking and refining holdings across Africa and Eastern Europe, while the firm actively contained AI capex factor risk and pared Turkish allocations.