Follow up from the previous post. Q1 2020 Hedge Fund Letters and noticed a pretty common trend - fear and uncertainty was high, but some of the more well respected hedge fund managers (O'Shaughnessy, Pershing Square, Driehaus, Fundsmith) wrote shorter letters (versus the others one who wrong longer than usual letters to their investors) than … Continue reading Hedge Fund Q1 2020 Quarterly Letters
Takeaways from Hedge Fund Q4 2020 Quarterly Letters
Great quick read for this weekend. 2020 Q4 HF Letters in attachment. Though I do think it's also equally important and helpful to read Q1 2020 and Q2 2020 Hedge Fund letters to truly understand how capital deployers function, think, deploy and adjust under extreme stress...planning to read a handful of them this Sunday. Takeaways from Sequoia Fund … Continue reading Takeaways from Hedge Fund Q4 2020 Quarterly Letters
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