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 7, 2026
MPD SME Capital One seeks long-term capital appreciation by investing in small and medium-sized private enterprises (SMEs) and driving operational enhancements through specialized governance and technology. During the third quarter of 2026, operational progress was constrained as the investment vehicle faced liquidity shortages, limiting portfolio company support. At La Centrale de Prévoyance (LCP), the firm finalized multi-year financial statement reconciliations and maintained a lean cost structure, applying existing liquidity toward repaying long-term liabilities while evaluating an expansion into wealth management. Additionally, MPD Partners explored positioning LCP as an administrative and insurance services provider for its newly launched listed fund, supported by regulatory licensing efforts. Conversely, Sell-Plast S.r.l. remains in liquidation following a complete write-off, and the proprietary big data lead-generation software project was terminated due to shifting market dynamics. With no active deal pipeline or advanced negotiations underway, management maintained minimal resource allocation while prioritizing liability reduction and regulatory milestones.
Generating long-term capital appreciation by acquiring and operationally transforming unlisted European SMEs through active stakeholder governance and digital value creation.
Management intends to keep outsourced operational efforts at minimal levels until sufficient funding is secured for portfolio company development. Immediate focus centers on finalizing Mirco Coccoli's FINMA Insurance Intermediary license in October 2026, which would enable La Centrale de Prévoyance to serve as an outsourced provider to MPD Partners' new listed fund, while evaluating a strategic expansion into wealth management services.
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