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 ARAR Fund continues to outperform with a 31% USD YTD return, selectively buying extremely cheap Chinese ADRs like Jiayin Group while sounding an urgent alarm on unpriced political and autocratic risks in the US market.
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The ARAR Fund continues to outperform with a 31% USD YTD return, selectively buying extremely cheap Chinese ADRs like Jiayin Group while sounding an urgent alarm on unpriced political and autocratic risks in the US market.
NS Partners advises caution on high-flying US mega-cap tech and crypto, warning of inflationary risks from incoming US policies. The firm recommends rotating into cheaper, uncrowded areas like Japan, US mid/small caps, and select European sectors.
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NS Partners advises caution on high-flying US mega-cap tech and crypto, warning of inflationary risks from incoming US policies. The firm recommends rotating into cheaper, uncrowded areas like Japan, US mid/small caps, and select European sectors.
Q4 2024 was defined by political transitions, notably Trump's election victory, alongside diverging economic health between a resilient US, a reforming South Africa, and a highly vulnerable Eurozone.
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Q4 2024 was defined by political transitions, notably Trump's election victory, alongside diverging economic health between a resilient US, a reforming South Africa, and a highly vulnerable Eurozone.