TMR Investments, an investment management company, released its fourth quarter 2024 investor letter. The firm concentrates on SMID cap value-oriented special situations and technology investments. The firm anticipates further dispersion in the tech industry, particularly as the AI cycle develops. Its long/short strategy and capacity to capitalize on disruptions are best suited to the current market conditions. TMR’s Long Short Opportunities, LP, returned 15.7% (net) in 2024 compared to 11.7% for the Russell 2000 Index and 9.1% for the Eureka Long Short HF Index. TMR’s Partners Long...
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