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.
Recurve Capital delivered strong first-half net returns of +17% driven by a massive rally in Carvana, despite drag from Cogent and housing cyclicals. The fund has embraced significant concentration, placing 80%+ of exposure in its top five ideas. Chan remains disciplined, avoiding AI FOMO while accumulating mispriced, idiosyncratic compounders positioned to reaccelerate growth.
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Recurve Capital delivered strong first-half net returns of +17% driven by a massive rally in Carvana, despite drag from Cogent and housing cyclicals. The fund has embraced significant concentration, placing 80%+ of exposure in its top five ideas. Chan remains disciplined, avoiding AI FOMO while accumulating mispriced, idiosyncratic compounders positioned to reaccelerate growth.
