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.
Hosking Partners delivered stellar outperformance in 2025 (+33.5% net vs. +22.3% MSCI ACWI) by executing a highly differentiated, contrarian Capital Cycle strategy that was underweight US mega-cap growth and heavily overweight financials, resources, emerging markets, and Japan.
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Hosking Partners delivered stellar outperformance in 2025 (+33.5% net vs. +22.3% MSCI ACWI) by executing a highly differentiated, contrarian Capital Cycle strategy that was underweight US mega-cap growth and heavily overweight financials, resources, emerging markets, and Japan.
