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.
Antipodes Global Value outperformed in Q4 2025, actively rotating from defensive infrastructure/healthcare and hardware into cyclical consumer, industrials, and software (adding Meta, Salesforce, and Honeywell, while exiting Alphabet).
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Antipodes Global Value outperformed in Q4 2025, actively rotating from defensive infrastructure/healthcare and hardware into cyclical consumer, industrials, and software (adding Meta, Salesforce, and Honeywell, while exiting Alphabet).
