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.
The Bronte Amalthea Fund faced a tough -9.07% quarter due to a fierce speculative junk rally that disrupted its long/short correlation. Despite defensive risk-cutting, Bronte remains highly constructive on its core longs, presenting a deep, value-driven case for DSM-Firmenich as an industry-leading F&F compounder.
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The Bronte Amalthea Fund faced a tough -9.07% quarter due to a fierce speculative junk rally that disrupted its long/short correlation. Despite defensive risk-cutting, Bronte remains highly constructive on its core longs, presenting a deep, value-driven case for DSM-Firmenich as an industry-leading F&F compounder.
