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.
The Smead Value Fund outpaced benchmarks in Q3 with a 10.72% return, using the letter to caution against speculative AI spending and advocate for a disciplined, value-oriented 'tortoise' investing strategy.
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The Smead Value Fund outpaced benchmarks in Q3 with a 10.72% return, using the letter to caution against speculative AI spending and advocate for a disciplined, value-oriented 'tortoise' investing strategy.
