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.
Wedgewood navigated a hyper-concentrated Q2 market by exiting underperforming UnitedHealth, trimming high-flying tech, and buying quality non-tech compounders like Zoetis at multi-year valuation lows.
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Wedgewood navigated a hyper-concentrated Q2 market by exiting underperforming UnitedHealth, trimming high-flying tech, and buying quality non-tech compounders like Zoetis at multi-year valuation lows.
