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 outperformance in industrials and health care holdings such as Hays, while deploying capital into newly initiated positions in Arcadis, DO & CO, and Verisure.
Full Quick Take
Driven by outperformance in industrials and health care holdings such as Hays, while deploying capital into newly initiated positions in Arcadis, DO & CO, and Verisure.