Hedge Fund Investor Letters Show Managers Are Stumped by TrumpBy
Some are ominous, most are obvious in weighing new president
Dalio is very ‘concerned,’ Loeb predicts winners and losers
The masters of the universe are sharpening their pencils to write about Donald Trump. The problem? Many of them aren’t sure what to say.
In commentaries such as quarterly letters to clients, money managers tackling the potential impact of the new president are sometimes bullish — and almost always hedged. They’re going to do great, they say, but it’ll be a tough time for hedge funds generally.
Here are some excerpts from the commentary we’ve read…
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