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 Cambiar International Equity Fund finished 2025 with strong double-digit absolute gains but trailed its benchmark due to cash drag and weak staples selection; the manager remains highly constructive on non-U.S. stock valuations heading into 2026.
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The Cambiar International Equity Fund finished 2025 with strong double-digit absolute gains but trailed its benchmark due to cash drag and weak staples selection; the manager remains highly constructive on non-U.S. stock valuations heading into 2026.
