Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Minotaur remains underweight the US on valuation and policy concerns, preferring high-quality offshore compounders like CD Projekt, which is successfully scaling its game development pipeline.
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Minotaur remains underweight the US on valuation and policy concerns, preferring high-quality offshore compounders like CD Projekt, which is successfully scaling its game development pipeline.
Sigil Core captured strong gains in Q4 (+53.22% vs. EUR) riding regulatory optimism and AI agent narratives, while shifting to a highly selective altcoin strategy and holding 10-20% in stablecoins to cushion against near-term volatility.
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Sigil Core captured strong gains in Q4 (+53.22% vs. EUR) riding regulatory optimism and AI agent narratives, while shifting to a highly selective altcoin strategy and holding 10-20% in stablecoins to cushion against near-term volatility.
Better Capital's 2024 annual letter highlights strong ARR maturation across its portfolio despite a tough seed/Series A climate, while outlining critical AI and Quick Commerce themes for 2025 and recommitting to its Day 0 investment roots.
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Better Capital's 2024 annual letter highlights strong ARR maturation across its portfolio despite a tough seed/Series A climate, while outlining critical AI and Quick Commerce themes for 2025 and recommitting to its Day 0 investment roots.
