The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 5, 2026
The Esk Global Equity Fund generated positive net returns over the quarter despite experiencing bouts of market volatility. Performance was driven by a diverse group of holdings, encompassing long-term foundational compounders alongside freshly initiated positions. During the period, the manager actively rebuilt exposure to global energy dynamics through large-scale US oil and liquefied natural gas infrastructure, while establishing stakes in high-moat franchises possessing rare, defensible physical and digital assets. Capital for these additions was sourced from available cash reserves and the disciplined exit of underperforming holdings burdened by sluggish Chinese consumer demand, mature growth profiles, or elevated debt burdens exposed to high interest rates. In addition, partial profits were harvested from top-performing technology positions and redeployed into competitively advantaged franchises capitalizing on cloud artificial intelligence infrastructure and attractive enterprise valuations.
Long-term compounding is achieved by owning exceptional businesses with durable competitive moats, mission-critical infrastructure, and pricing power while actively recycling capital away from structural headwinds.
Management remains constructive on businesses positioned as mission-critical infrastructure across energy supply chains, global financial clearing, and artificial intelligence infrastructure. Capital allocation will remain disciplined, opportunistically deploying cash reserves into attractively valued, high-moat franchises while exiting businesses vulnerable to sustained elevated interest rates or deteriorating end-market demand.
Moderate Conviction Bullish
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