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.
Despite early-quarter volatility and macro hedge drag, the portfolio benefited from selective convertible opportunities and record-high primary market issuance. The manager remains constructive on secondary opportunities and corporate refinancing trends entering the second half of the year.
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Despite early-quarter volatility and macro hedge drag, the portfolio benefited from selective convertible opportunities and record-high primary market issuance. The manager remains constructive on secondary opportunities and corporate refinancing trends entering the second half of the year.
