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.
Well ahead of the MSCI ACWI's +1.6%. The manager maintains that while US-dominated global indices appear dangerously priced, neglected international assets in the UK and emerging markets trade at significant discounts, marking the early stages of a secular rotation into value.
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Well ahead of the MSCI ACWI's +1.6%. The manager maintains that while US-dominated global indices appear dangerously priced, neglected international assets in the UK and emerging markets trade at significant discounts, marking the early stages of a secular rotation into value.