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.
Capital was rotated from a mature, fairly valued position in Lloyds Banking Group into UK housebuilder Barratt Redrow at Global Financial Crisis-level valuations (0.6x book).
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Capital was rotated from a mature, fairly valued position in Lloyds Banking Group into UK housebuilder Barratt Redrow at Global Financial Crisis-level valuations (0.6x book).