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.
Minotaur remains underweight the US on valuation and policy concerns, preferring high-quality offshore compounders like CD Projekt, which is successfully scaling its game development pipeline.
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Minotaur remains underweight the US on valuation and policy concerns, preferring high-quality offshore compounders like CD Projekt, which is successfully scaling its game development pipeline.
