Fifth Hill Capital is a hedge fund founded in 2021 and led by managing partner Alok Sheth. In their latest February letter, which they provided to Hedge Fund Alpha, the fund addressed several topics, including an underperforming 2024, the second Trump term, and the current investing landscape. The fund also shared insights about their portfolio and presented several investment theses.
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The Change After 2024
The fund did deliver positive gains, but the overall performance was underwhelming in comparison to solid gains generated by the broader market indices, including the S&P 500. From the company are coming reassuring voices that the portfolio is significantly undervalued and well-positioned to generate gains for years to...
