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.
LRT Global Opportunities finished September down -8.00% (-0.17% YTD) amidst extreme mega-cap-led market froth. Manager Lukasz Tomicki warns of historic broad market overvaluations and remains highly constructive on his low-beta, high-quality hedged portfolio.
Full Quick Take
LRT Global Opportunities finished September down -8.00% (-0.17% YTD) amidst extreme mega-cap-led market froth. Manager Lukasz Tomicki warns of historic broad market overvaluations and remains highly constructive on his low-beta, high-quality hedged portfolio.
