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.
SaltLight achieved a strong 2Q 2025 return of +24.52% while adopting a cautious near-term stance on general US valuations. The fund is navigating the capital-intensive AI epoch through strategic, long-term investments in enablers like Google and Brookfield.
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SaltLight achieved a strong 2Q 2025 return of +24.52% while adopting a cautious near-term stance on general US valuations. The fund is navigating the capital-intensive AI epoch through strategic, long-term investments in enablers like Google and Brookfield.
