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.
Crawford Investment Counsel advocates for a disciplined, long-term approach focused on high-quality, dividend-paying stocks to navigate a lopsided U.S. economy.
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Crawford Investment Counsel advocates for a disciplined, long-term approach focused on high-quality, dividend-paying stocks to navigate a lopsided U.S. economy.
Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
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Oakmark has increased its allocation to high-quality companies due to historic underperformance in the quality factor making these businesses highly attractive on a value basis, while continuing to capitalize on corporate governance tailwinds in Japan and Korea.
The PGIM Short Duration High Yield Income Fund is defensively positioned in short-duration bonds and high-quality carry like AAA CLOs, favoring selective overweights in Telecom and Home Construction to navigate historically tight spreads.
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The PGIM Short Duration High Yield Income Fund is defensively positioned in short-duration bonds and high-quality carry like AAA CLOs, favoring selective overweights in Telecom and Home Construction to navigate historically tight spreads.
Driven by Grown Rogue's stock decline, but remains highly constructive on quality-focused, customer-centric cannabis operators over regulatory or vertical integration moats.
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Driven by Grown Rogue's stock decline, but remains highly constructive on quality-focused, customer-centric cannabis operators over regulatory or vertical integration moats.