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.
The fund is constructive on the multi-year water investment cycle despite temporary near-term macroeconomic headwinds. It is emphasizing selective companies with structural tailwinds in microelectronics and healthcare, while benefiting from regulated utility capital expenditure cycles in Brazil and the United Kingdom that insulate the portfolio from cyclical volatility.
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The fund is constructive on the multi-year water investment cycle despite temporary near-term macroeconomic headwinds. It is emphasizing selective companies with structural tailwinds in microelectronics and healthcare, while benefiting from regulated utility capital expenditure cycles in Brazil and the United Kingdom that insulate the portfolio from cyclical volatility.
