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.
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.
Beating the benchmark by 2.7%. The manager is actively shorting expensive Australian large caps while shifting capital into cheaper, high-quality global value stocks, infrastructure, and copper.
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Beating the benchmark by 2.7%. The manager is actively shorting expensive Australian large caps while shifting capital into cheaper, high-quality global value stocks, infrastructure, and copper.