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.
Viewing the sharp valuation compression as disconnected from resilient business fundamentals, the fund raised gross leverage to 106% and selectively added to core holdings.
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Viewing the sharp valuation compression as disconnected from resilient business fundamentals, the fund raised gross leverage to 106% and selectively added to core holdings.