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.
SRK Fund I delivered 17.15% in 2023, lagging the S&P 500 due to micro-cap isolation from the Q4 rally and an execution mistake in Harrow. The manager has fully exited Harrow and recycled capital into catalyst-rich, deeply discounted micro-caps like ISSC, VASO, HGBL, and SGMA with minimal downside.
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SRK Fund I delivered 17.15% in 2023, lagging the S&P 500 due to micro-cap isolation from the Q4 rally and an execution mistake in Harrow. The manager has fully exited Harrow and recycled capital into catalyst-rich, deeply discounted micro-caps like ISSC, VASO, HGBL, and SGMA with minimal downside.
