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.
Longleaf Partners Fund underperformed a top-heavy market in 3Q25, sticking strictly to its value mandate. The fund is heavily positioned in cash-generative, restructuring assets with clear catalysts while warning of systemic, dot-com-style bubbles in index-heavy tech names.
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Longleaf Partners Fund underperformed a top-heavy market in 3Q25, sticking strictly to its value mandate. The fund is heavily positioned in cash-generative, restructuring assets with clear catalysts while warning of systemic, dot-com-style bubbles in index-heavy tech names.
