Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
Performance review with contributors, detractors and portfolio details.
Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.