Many hedge funds have released their second-quarter letters to investors, so we’ve gathered some of the most interesting ideas from those letters. We went through dozens and maybe even hundreds of Q2 letters to sift for the most interesting ideas- – please let us know if you like the article or have any comments at info@hedgefundalpha.com as we plan to deep dive further based on reader interest and start doing at least one of these every quarter.
Maverick Capital – Lee Ainslie’s team highlighted a pair of Indian banks in their Q2 letter to investors.