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.
Marram posted a steady +0.7% net return for Q3 (+3.0% YTD), actively trimming regional banks on expanding valuations to fund fresh allocations in out-of-favor payments and biopharma while maintaining a large 31% cash cushion.
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Marram posted a steady +0.7% net return for Q3 (+3.0% YTD), actively trimming regional banks on expanding valuations to fund fresh allocations in out-of-favor payments and biopharma while maintaining a large 31% cash cushion.
