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.
Blue Tower's Global Value strategy delivered a strong 22.27% net return in 2024, driven by a Q4 rally in financial stocks like Enova. The manager remains constructive on global opportunities, focusing on the broader, long-term economic impacts of AI transformation and potential geopolitical resolutions in Ukraine.
Full Quick Take
Blue Tower's Global Value strategy delivered a strong 22.27% net return in 2024, driven by a Q4 rally in financial stocks like Enova. The manager remains constructive on global opportunities, focusing on the broader, long-term economic impacts of AI transformation and potential geopolitical resolutions in Ukraine.
The Fairtree Global Equity Fund underperformed in Q4 2024 with a -6.35% return, hit by a broader sell-off in European and emerging markets. The fund remains cautious on high US tech valuations and cyclicals, choosing to allocate instead to select defensives, Chinese technology, and Kazakhstani financials.
Full Quick Take
The Fairtree Global Equity Fund underperformed in Q4 2024 with a -6.35% return, hit by a broader sell-off in European and emerging markets. The fund remains cautious on high US tech valuations and cyclicals, choosing to allocate instead to select defensives, Chinese technology, and Kazakhstani financials.
