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 Sep 8, 2026
Seven Corners Capital executes an ultra-concentrated, long-term value strategy anchored in fundamental mispricings, corporate turnarounds, and structural discount arbitrage. During the first half of 2026, the equity portfolio declined approximately 8 percent, lagging the S&P 500, but maintained substantial long-term cumulative outperformance since 2020. Portfolio performance was impacted by the widening net asset value discount at Pershing Square Holdings and pullbacks in Turning Point Brands and Rocket Companies, partially offset by positive contributions from Genworth Financial and Instacart. The manager emphasizes minimal portfolio turnover and patient capital deployment, maintaining an eighty percent concentration across its top six equity positions. Primary operational and market risks highlighted include regulatory scrutiny in online grocery algorithms, legal appeals surrounding mortgage insurance litigation recoveries, and commodity cyclicality across upstream energy assets. The fund remains fully committed to its core holdings, anticipating that ongoing corporate share repurchases, corporate restructuring, and accretive platform acquisitions will steadily drive intrinsic value realization.
Achieve superior long-term compound returns by taking concentrated, high-conviction positions in durable compounders and sum-of-the-parts value disconnects while practicing patient, low-turnover ownership.
The manager anticipates that corporate share repurchases across core discounted holdings, strategic M&A synergies, and steady free cash flow generation will drive long-term portfolio appreciation despite short-term market noise.
High Conviction Bullish
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