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.
East Capital delivered a strong year of alpha in 2024 through rigorous bottom-up stock selection in markets like India, Taiwan, and Vietnam, and views cheap emerging markets and Eastern Europe as highly attractive options for 2025 relative to an expensive US market.
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East Capital delivered a strong year of alpha in 2024 through rigorous bottom-up stock selection in markets like India, Taiwan, and Vietnam, and views cheap emerging markets and Eastern Europe as highly attractive options for 2025 relative to an expensive US market.
