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 a rebound in out-of-favor software holdings and surging Japanese IT consultancies, while liquidating US consumer and housing exposures to lift cash reserves to 14.7%.
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Driven by a rebound in out-of-favor software holdings and surging Japanese IT consultancies, while liquidating US consumer and housing exposures to lift cash reserves to 14.7%.