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.
Grandeur Peak highlights a speculative 2025 market that rewarded low quality over durability, while positioning its concentrated, high-quality growth portfolios for an anticipated factor mean-reversion backed by robust underlying earnings growth.
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Grandeur Peak highlights a speculative 2025 market that rewarded low quality over durability, while positioning its concentrated, high-quality growth portfolios for an anticipated factor mean-reversion backed by robust underlying earnings growth.
Grandeur Peak remains disciplined, using a highly speculative market environment to streamline and concentrate its portfolios into high-conviction, high-quality growth compounders positioned for an eventual mean reversion.
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Grandeur Peak remains disciplined, using a highly speculative market environment to streamline and concentrate its portfolios into high-conviction, high-quality growth compounders positioned for an eventual mean reversion.
A performance update for Q2 2025 highlighting lessons learned in disciplined position sizing from Computer Modelling Group, alongside a robust defense of quality recurring revenue businesses against AI disruption fears.
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A performance update for Q2 2025 highlighting lessons learned in disciplined position sizing from Computer Modelling Group, alongside a robust defense of quality recurring revenue businesses against AI disruption fears.