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.
Driven by strong earnings execution in Everplay, Computacenter, and Harworth Group, while initiating new positions in Volex, Boku, and Fever-Tree following valuation pullbacks.
Full Quick Take
Driven by strong earnings execution in Everplay, Computacenter, and Harworth Group, while initiating new positions in Volex, Boku, and Fever-Tree following valuation pullbacks.