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 posted a flat quarter in EUR terms (-0.1%) as USD headwind offset strong underlying equity performance. The managers continue to shun highly priced speculative indices in favor of unloved cash-generative value franchises, ending the quarter with 15.1% cash.
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The fund posted a flat quarter in EUR terms (-0.1%) as USD headwind offset strong underlying equity performance. The managers continue to shun highly priced speculative indices in favor of unloved cash-generative value franchises, ending the quarter with 15.1% cash.
