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.
Kingdom Capital delivered 11.97% net in Q2 and 20.94% year-to-date through concentrated special situations investing. The fund filed its first 5% position in Beasley Broadcasting, where debt restructuring created aligned incentives to monetize assets worth an estimated $200 per share. Re-entries into Entravision's Smadex ad-tech platform and Core Natural Resources coal assets drove performance. The opportunity set remains rich.
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Kingdom Capital delivered 11.97% net in Q2 and 20.94% year-to-date through concentrated special situations investing. The fund filed its first 5% position in Beasley Broadcasting, where debt restructuring created aligned incentives to monetize assets worth an estimated $200 per share. Re-entries into Entravision's Smadex ad-tech platform and Core Natural Resources coal assets drove performance. The opportunity set remains rich.
