Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Harvest Lane Asset Management. This analysis is provided for institutional research purposes only and is not investment advice.
"Harvest Lane's Absolute Return Fund generated 9.91% over twelve months through selective merger arbitrage and corporate events, outperforming cash by 6.06%. The strategy maintains low market correlation (0.445 beta) and 71% positive months since 2013 inception, delivering 9.11% annualized returns."
Harvest Lane Asset Management Absolute Return Fund delivered a 3.06% return for the June 2026 quarter and 9.91% for the trailing twelve months, outperforming the RBA Cash Rate by 1.99% and 6.06% respectively. Since inception in July 2013, the fund has generated 9.11% annualized returns net of fees, exceeding the cash rate by 6.93% annually. The fund employs a high conviction, conservative approach focused on merger arbitrage and special situations with limited capital loss risk. With 71.15% positive months since inception and a maximum drawdown of 22.44%, the strategy demonstrates resilience through market cycles. The fund maintains low correlation (0.445) with the ASX200 and a beta of 0.301, positioning it as a defensive allocation option. Performance fees are charged only on returns above the RBA Cash Rate, aligning manager incentives with investor outcomes. The fund's selective approach targets opportunities with strong risk-adjusted returns while preserving capital.
Sign in or create a free account to unlock full commentary, extracted equity pitches, and direct outbound manager source links with your 3 quarterly credits.
