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.
TIFF remains constructive on U.S. equities as the best defense against fiscal deficits and inflation, while maintaining a cautious underweight on bonds and holding short-term put options for seasonal protection.
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TIFF remains constructive on U.S. equities as the best defense against fiscal deficits and inflation, while maintaining a cautious underweight on bonds and holding short-term put options for seasonal protection.
WestEnd Core Strategy achieved a stellar +50.8% return in 2024 by heavily positioning in key AI leaders. They enter 2025 constructive on U.S. economic growth but are actively trimming massive winners to manage tariff and valuation risks.
Full Quick Take
WestEnd Core Strategy achieved a stellar +50.8% return in 2024 by heavily positioning in key AI leaders. They enter 2025 constructive on U.S. economic growth but are actively trimming massive winners to manage tariff and valuation risks.
