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 Aug 6, 2026
This Q2 2026 letter from Resilient Asset Management departs from traditional quarterly commentary to celebrate America's 250th birthday. Manager Christopher Flis briefly notes that Q2 was rewarding for capital markets, particularly in AI after a weak first quarter, but provides no specific return figures or portfolio details. The letter focuses primarily on reflections from his military career living abroad for over 10 years in Japan, Australia, and Guam, concluding that the United States remains the greatest country on earth. Flis attributes American exceptionalism to the founders' system that unleashed human potential, enabling innovations like reusable rockets and artificial intelligence. He expresses confidence that the United States will remain the world's fulcrum for decades due to its unique ability to pivot and innovate rapidly. While acknowledging challenges amplified by social media, he welcomes discourse and believes Americans have more in common than they realize. The manager states the nation's best days lie ahead.
This letter celebrates America's 250th birthday rather than presenting an investment thesis, with the manager explicitly noting the letter is light on financial planning and focusing instead on reflections about American exceptionalism, innovation, and national resilience.
The manager expresses strong confidence that the United States will remain the fulcrum of the world for many decades to come, driven by its unique ability to pivot and rapidly innovate. He states that the United States' best days are in front of us.
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