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.
Mawer's value-oriented, risk-conscious portfolios underperformed benchmarks during a highly concentrated, AI-focused rally. The firm is adopting a more neutral balanced posture while remaining committed to stable, cash-generating 'boring' compounders.
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Mawer's value-oriented, risk-conscious portfolios underperformed benchmarks during a highly concentrated, AI-focused rally. The firm is adopting a more neutral balanced posture while remaining committed to stable, cash-generating 'boring' compounders.
