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.
Bengal Catalyst Fund returned 20% in Q4 '25 (-12% for FY 2025), driven by cannabis policy anticipation. The fund remains highly constructive on Grown Rogue's operational expansion and is taking a long-term value approach amid regulatory delays.
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Bengal Catalyst Fund returned 20% in Q4 '25 (-12% for FY 2025), driven by cannabis policy anticipation. The fund remains highly constructive on Grown Rogue's operational expansion and is taking a long-term value approach amid regulatory delays.
Mindset Value Wellness Fund posted an impressive 20.5% net gain in Q4 (6.7% YTD), capping off a three-year streak of outperformance driven by low-cost leaders like Glass House and Grown Rogue. The manager remains highly bullish, citing the upcoming rescheduling of cannabis to Schedule III and lucrative opportunities in distressed assets.
Full Quick Take
Mindset Value Wellness Fund posted an impressive 20.5% net gain in Q4 (6.7% YTD), capping off a three-year streak of outperformance driven by low-cost leaders like Glass House and Grown Rogue. The manager remains highly bullish, citing the upcoming rescheduling of cannabis to Schedule III and lucrative opportunities in distressed assets.
