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 Jun 30, 2025
During June 2025, the Mapfre US Forgotten Value Fund increased by 5.35%, outperforming the S&P 500 (+5.09%) and the S&P 1500 Value (+3.70%). Outperformance was also notable against the Russell 2000 Value (+4.95%) and Russell 1000 Value (+3.42%). Uber Technologies, Atlanta Braves Holdings, and Topgolf Callaway Brands led the gains, while Kenvue, Tripadvisor, and Restaurant Brands International detracted. Broader markets gained due to AI enthusiasm and progress in geopolitical negotiations, despite persistence in inflation and steady interest rates from the Federal Reserve.
Focus on investing in North American companies undervalued by the market ('Forgotten Stocks') that lay outside the focus of the investment community, such as those with complex capital structures, in temporarily out-of-favor sectors, or with lower capitalization followed by fewer analysts.
The market remains buoyed by enthusiasm around AI and healthy corporate earnings, though persistence in inflation and mixed Federal Reserve outlooks keep market uncertainty present. European markets face headwinds from geopolitical tensions and economic drags, while currency movements continue to impact emerging and Asian market performances.
High Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
Top Conviction Themes
Key Catalysts
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