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.
Appalaches Core LO generated a 7.0% gain in Q3 (14.4% YTD). The fund rotated capital out of Lam Research and CSX into Canadian Pacific and Progressive, maintaining a highly concentrated 12-stock portfolio and warning against speculative market behavior.
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Appalaches Core LO generated a 7.0% gain in Q3 (14.4% YTD). The fund rotated capital out of Lam Research and CSX into Canadian Pacific and Progressive, maintaining a highly concentrated 12-stock portfolio and warning against speculative market behavior.
