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.
Argosy holds 38.6% cash while selectively adding value positions in Leslie's pool services, Trisura insurance, Post Holdings food, and Burlington off-price retail. The manager expects multi-year economic headwinds from interest rate refinancing pressures and remains defensively positioned to capitalize on future market dislocations despite current attractive individual opportunities.
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Argosy holds 38.6% cash while selectively adding value positions in Leslie's pool services, Trisura insurance, Post Holdings food, and Burlington off-price retail. The manager expects multi-year economic headwinds from interest rate refinancing pressures and remains defensively positioned to capitalize on future market dislocations despite current attractive individual opportunities.
