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.
Right Tail Capital experienced a flat 2025 (+0.34% before fees) as it avoided high-flying speculative AI stocks, but the manager remains highly confident in his patient, active strategy of buying deeply mispriced compounders like Alphabet and Constellation Software.
Full Quick Take
Right Tail Capital experienced a flat 2025 (+0.34% before fees) as it avoided high-flying speculative AI stocks, but the manager remains highly confident in his patient, active strategy of buying deeply mispriced compounders like Alphabet and Constellation Software.