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.
Miller/Howard recorded its 5th straight positive year, lagging a tech-led Q4 market. The team is constructive on a structural 'nuclear renaissance' but selectively targets established nuclear operators and plant restarts over pre-commercial SMR technologies.
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Miller/Howard recorded its 5th straight positive year, lagging a tech-led Q4 market. The team is constructive on a structural 'nuclear renaissance' but selectively targets established nuclear operators and plant restarts over pre-commercial SMR technologies.
L1 Long Short Fund outperformed its benchmark by 8.6% this quarter, driven by strong gains in key commodities and value stocks. The fund is rotating out of fully valued domestic names into highly asymmetric offshore value opportunities.
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L1 Long Short Fund outperformed its benchmark by 8.6% this quarter, driven by strong gains in key commodities and value stocks. The fund is rotating out of fully valued domestic names into highly asymmetric offshore value opportunities.
Platinum is actively hedging against a potential US market correction using shorts and cash, while selectively deploying capital into undervalued Korean stocks and bottoming analog semiconductors.
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Platinum is actively hedging against a potential US market correction using shorts and cash, while selectively deploying capital into undervalued Korean stocks and bottoming analog semiconductors.
