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 Sector Rotation Fund employs a quantitative, data-driven methodology to rotate capital across global sectors based on fundamental value and momentum. Currently, the fund has shifted to a significant underweight in Technology while establishing its largest overweight positions in defensive and recovering sectors like Healthcare and Consumer Discretionary.
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The WS EkinsGuinness Global Sector Rotation Fund employs a quantitative, data-driven methodology to rotate capital across global sectors based on fundamental value and momentum. Currently, the fund has shifted to a significant underweight in Technology while establishing its largest overweight positions in defensive and recovering sectors like Healthcare and Consumer Discretionary.