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.
ITUS Capital has actively rotated from banking to metals to navigate a temporary period of slower earnings growth. The manager remains highly constructive on India's consumption-driven economy, expecting an earnings recovery by early 2026.
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ITUS Capital has actively rotated from banking to metals to navigate a temporary period of slower earnings growth. The manager remains highly constructive on India's consumption-driven economy, expecting an earnings recovery by early 2026.
