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.
Driven by outperformance in high-quality holdings and M&A announcements for CBIZ and Baldwin Insurance, while redeploying capital into four new small-cap initiations.
Full Quick Take
Driven by outperformance in high-quality holdings and M&A announcements for CBIZ and Baldwin Insurance, while redeploying capital into four new small-cap initiations.