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 Nov 10, 2026
1578 Partners posted a net return of -0.42% net of fees for the third quarter of 2026, compared to a 2.30% total return for the S&P 500, bringing year-to-date net performance to 11.10% net of fees versus 12.75% for the benchmark. The portfolio closed the period virtually fully invested, maintaining a 97.4% long equity allocation and 2.6% in cash across eight core long holdings. Top quarterly contributors included Becton Dickinson and Amazon, while Uber and newly established holding Mobility Global served as notable performance detractors. Market conditions were shaped by escalating geopolitical conflict between the United States and Iran, which drove Brent crude prices up roughly 65% over the quarter to surpass $115 per barrel. Meanwhile, massive artificial intelligence capital expenditures by hyperscalers collided with severe physical constraints in advanced logic wafer supply and electrical grid capacity, while debt-funded infrastructure spending placed widening pressure on AI credit spreads. Coupled with hawkish monetary signaling from the Federal Reserve and sovereign fiscal debt strain in Europe, the 10-year U.S. Treasury yield surged 85 basis points during the quarter to end at 5.29%. Portfolio activity was headlined by the initiation of a new special situations position in Mobility Global following its corporate spin-off from S&P Global. The fund financed the purchase of Mobility Global by trimming existing stakes in Interactive Brokers Group and Northeast Bank, while opportunistically adding to Netflix. The manager expressed deep fundamental conviction in Mobility Global's subscription-based data moat across CARFAX and automotive planning assets, viewing initial spin-off selling pressure as creating exceptional multi-year risk-adjusted upside.
Hinde Group manages a concentrated, long-only portfolio focused on high-quality, recession-resilient compounders and mispriced special situations possessing mission-critical proprietary data estates, formidable competitive moats, and high free cash flow conversion.
The portfolio businesses are expected to successfully navigate persistent macroeconomic and interest rate cross-currents. Idiosyncratic portfolio catalysts, including corporate share repurchases and predictable cash flow growth, should resolve temporary market mispricings by 2028.
High Conviction Bullish
Market Conviction
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