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.
Crawford Investment Counsel faced performance headwinds in Q3 2026 as surging bond yields and speculative momentum favored high-beta AI equities, while the firm maintained its disciplined allocation to defensive, dividend-growing compounders.
Full Quick Take
Crawford Investment Counsel faced performance headwinds in Q3 2026 as surging bond yields and speculative momentum favored high-beta AI equities, while the firm maintained its disciplined allocation to defensive, dividend-growing compounders.
Outperforming its benchmark, while maintaining a defensive posture focused on high-quality short-term South African credit and sovereign treasury bills.
Full Quick Take
Outperforming its benchmark, while maintaining a defensive posture focused on high-quality short-term South African credit and sovereign treasury bills.
Outperforming its benchmark. Managers are maintaining a cautious stance toward tight spreads, prioritizing structured protections and defensive muni sectors over pure credit risk.
Full Quick Take
Outperforming its benchmark. Managers are maintaining a cautious stance toward tight spreads, prioritizing structured protections and defensive muni sectors over pure credit risk.
The Merchant West SCI Enhanced Income Fund outperformed its benchmark in Q3 2025 with a 3.80% return, benefiting from strong local bond inflows and disciplined duration and inflation-linked asset management.
Full Quick Take
The Merchant West SCI Enhanced Income Fund outperformed its benchmark in Q3 2025 with a 3.80% return, benefiting from strong local bond inflows and disciplined duration and inflation-linked asset management.