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.
Troy capitalized on April's tariff-driven sell-off to lift its equity allocation to 40% (adding grid leader Hubbell), while sharply cutting its USD exposure to under 10% in favor of the Japanese Yen amid structural de-dollarisation.
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Troy capitalized on April's tariff-driven sell-off to lift its equity allocation to 40% (adding grid leader Hubbell), while sharply cutting its USD exposure to under 10% in favor of the Japanese Yen amid structural de-dollarisation.
