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 WS EkinsGuinness Global Thematics Fund seeks multi-year compounding growth by investing in resilient global structural trends. Recognizing a peak in tech valuations, the manager has rotationally de-risked into technology equipment suppliers, Japanese equities, and global consumer sectors, while keeping electrification infrastructure as the primary portfolio anchor.
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The WS EkinsGuinness Global Thematics Fund seeks multi-year compounding growth by investing in resilient global structural trends. Recognizing a peak in tech valuations, the manager has rotationally de-risked into technology equipment suppliers, Japanese equities, and global consumer sectors, while keeping electrification infrastructure as the primary portfolio anchor.
