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.
Stenham Equity UCITS Fund navigated a challenging Q2 2024 down 3.3% as narrow market breadth favored momentum over fundamental factors. The fund capitalized on short-term price drawdowns to increase positions in core holdings like Airbus, Adyen, and ASML, anchored by strong underlying earnings growth and long-term fundamental compounding.
Full Quick Take
Stenham Equity UCITS Fund navigated a challenging Q2 2024 down 3.3% as narrow market breadth favored momentum over fundamental factors. The fund capitalized on short-term price drawdowns to increase positions in core holdings like Airbus, Adyen, and ASML, anchored by strong underlying earnings growth and long-term fundamental compounding.
