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.
Gramercy Emerging Markets Debt Fund capitalizes on strong EM resilience and a weaker U.S. dollar, driving performance through high-yield sovereign credit and targeted local-currency selections like South Africa.
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Gramercy Emerging Markets Debt Fund capitalizes on strong EM resilience and a weaker U.S. dollar, driving performance through high-yield sovereign credit and targeted local-currency selections like South Africa.
The Renaissance International Small Cap Equity strategy achieved positive absolute performance but lagged its benchmark in Q2 2025. The fund systematically rotated capital from Emerging Markets to Developed Markets, shedding regulatory and operational risks to buy secular policy beneficiaries.
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The Renaissance International Small Cap Equity strategy achieved positive absolute performance but lagged its benchmark in Q2 2025. The fund systematically rotated capital from Emerging Markets to Developed Markets, shedding regulatory and operational risks to buy secular policy beneficiaries.
The Shelton International Select Equity Fund returned 13.7% in Q2 2025, outperforming its benchmark by 1.7%, driven by strong country allocation and positive sector exposure in Europe and Asia.
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The Shelton International Select Equity Fund returned 13.7% in Q2 2025, outperforming its benchmark by 1.7%, driven by strong country allocation and positive sector exposure in Europe and Asia.
