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.
White Brook outperformed midcaps but lagged large caps in Q3 as recession fears drove systematic multiple compression despite solid fundamentals. Manager sees small and midcap stocks as very attractive for long-term capital, believing they are systemically undervalued. More bullish on economy than consensus given strong employment trends, expecting normalization by early 2024.
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White Brook outperformed midcaps but lagged large caps in Q3 as recession fears drove systematic multiple compression despite solid fundamentals. Manager sees small and midcap stocks as very attractive for long-term capital, believing they are systemically undervalued. More bullish on economy than consensus given strong employment trends, expecting normalization by early 2024.
