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.
This month’s commentary examines year-to-date performance trends for the strategy and the asset class, with a particular focus on the divergence in performance between China and India.
One prominent theme from the June 2023 quarter earnings season is the return of normal business seasonality. The pandemic disrupted supply chains all over the world, and as we move away from that period lead times continue to normalize. In many cases, lead times have improved from over a year to only a few months.