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.
RAM's SMID composite gained 10.70% in Q3, outperforming the benchmark. The manager expects a massive, liquidity-driven stampede into small and SMID caps fueled by Fed rate cuts and cyclical industrial recoveries.
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RAM's SMID composite gained 10.70% in Q3, outperforming the benchmark. The manager expects a massive, liquidity-driven stampede into small and SMID caps fueled by Fed rate cuts and cyclical industrial recoveries.