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 selection headwinds in Industrials, Energy, and Technology, while taking advantage of market dislocations to add to deeply discounted holdings including Academy Sports and Outdoors and Hillman Solutions.
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Driven by selection headwinds in Industrials, Energy, and Technology, while taking advantage of market dislocations to add to deeply discounted holdings including Academy Sports and Outdoors and Hillman Solutions.