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 fund delivered a strong 17.0% annual return while actively managing geopolitical and regulatory headwinds by exiting Apple and maintaining high conviction in dominant US Big Tech and select global multinationals.
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The fund delivered a strong 17.0% annual return while actively managing geopolitical and regulatory headwinds by exiting Apple and maintaining high conviction in dominant US Big Tech and select global multinationals.
EQUAM Global Value Fund celebrates 10 years of outperformance with highly bullish outlooks, backed by a record 126% portfolio upside potential and a massive valuation gap between European SMID caps and global peers.
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EQUAM Global Value Fund celebrates 10 years of outperformance with highly bullish outlooks, backed by a record 126% portfolio upside potential and a massive valuation gap between European SMID caps and global peers.
