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.
REQ Capital views the 2025 sell-off in vertical market software and niche compounders as a sentiment-driven mispricing, actively deploying cash into high-quality platforms at highly attractive long-term entry multiples.
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REQ Capital views the 2025 sell-off in vertical market software and niche compounders as a sentiment-driven mispricing, actively deploying cash into high-quality platforms at highly attractive long-term entry multiples.
REQ Capital's funds delivered positive performance in H1 2025, driven by strong fundamentals in decentralized, acquisition-driven compounders like its new largest holding, Röko AB.
Full Quick Take
REQ Capital's funds delivered positive performance in H1 2025, driven by strong fundamentals in decentralized, acquisition-driven compounders like its new largest holding, Röko AB.
