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 20, 2026
EdgePoint Global Portfolio (Series F) posted a year-to-date net return of 11.66% through September 30, 2026, advancing its annualized net return since inception in November 2008 to 13.68%. Portfolio positioning remains decidedly differentiated from major market capitalization indices, holding 67.1% of assets in mid-cap equities and 27.6% in large-cap equities alongside a 5.3% cash and equivalents position. This contrasts sharply with the MSCI World Index benchmark, which carries a 76.9% weight in large caps and only 23.1% in mid-cap issues. Management identifies significant valuation dispersion across market capitalization tiers, arguing that mid-cap equities trade near historic relative discounts compared to large-cap mega caps. Drawing on long-term empirical studies of wealth creation and market behavior, the commentary emphasizes that market turnover has shortened average holding periods to just over seven months, generating opportunities for patient capital. The firm's analytical framework focuses on businesses undergoing positive operational changes that are capable of delivering sustained per-share earnings growth through margin expansion, disciplined capital allocation, and accretive share buybacks without requiring multiple expansion. Portfolio activity and holdings commentary featured core long positions in Techtronic Industries and Tencent Holdings, while detailing the historical round-trip exit of Ross Stores. Techtronic continues as an active holding that exemplifies internal operating leverage and earnings compounding. Tencent represents a digital ecosystem holding described as a royalty on Chinese smartphone activity with untapped monetization headroom relative to global peers. Conversely, historical case studies of mega caps Walmart and Home Depot illustrate the risks of purchasing high-multiple quality compounders at excessive entry valuations.
Achieve long-term wealth compounding by partnering with businesses undergoing positive internal change at sensible entry valuations, thereby acquiring durable future growth without paying a market premium for it.
Valuations are substantially more attractive in the mid-cap arena, where smaller businesses offer greater scope for expansion and trade at steep relative discounts to large caps.
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