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.
White Falcon posted a stellar 17.6% return in Q2 2025 by leveraging tariff-induced volatility to buy mispriced consumer stocks and benefiting from continued M&A success, while proactively raising cash amidst macro uncertainty.
Full Quick Take
White Falcon posted a stellar 17.6% return in Q2 2025 by leveraging tariff-induced volatility to buy mispriced consumer stocks and benefiting from continued M&A success, while proactively raising cash amidst macro uncertainty.
