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.
The Fund returned 7.18% in Q3 2025, underperforming benchmarks, but deployed capital into new transitional value plays in Boise Cascade and Rogers Corporation, leveraging its trademark low-turnover, balance-sheet-focused approach.
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The Fund returned 7.18% in Q3 2025, underperforming benchmarks, but deployed capital into new transitional value plays in Boise Cascade and Rogers Corporation, leveraging its trademark low-turnover, balance-sheet-focused approach.
