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.
Despite Q2 underperformance against a strong benchmark, Mayar remains dedicated to its 96% active share strategy, focusing on antifragility, trimming overvalued names, and adding to high-quality compounders.
Full Quick Take
Despite Q2 underperformance against a strong benchmark, Mayar remains dedicated to its 96% active share strategy, focusing on antifragility, trimming overvalued names, and adding to high-quality compounders.