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 Seafarer Overseas Value Fund gained 3.00% in Q1 2026, outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings. The manager continues to rotate out of saturated utilities into capital-light compounders with high earnings visibility.
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The Seafarer Overseas Value Fund gained 3.00% in Q1 2026, outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings. The manager continues to rotate out of saturated utilities into capital-light compounders with high earnings visibility.
Curreen Capital generated a stellar 30.97% return in 2025, driven by its disciplined concentration in deeply discounted spinoffs and 'ugly duckling' value stocks.
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Curreen Capital generated a stellar 30.97% return in 2025, driven by its disciplined concentration in deeply discounted spinoffs and 'ugly duckling' value stocks.
The Madison Dividend Income Fund lags cap-weighted indices due to historic mega-cap concentration, but remains highly resilient and well-positioned for an expected valuation-driven market correction.
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The Madison Dividend Income Fund lags cap-weighted indices due to historic mega-cap concentration, but remains highly resilient and well-positioned for an expected valuation-driven market correction.
AGT Partners achieved a remarkable +60.1% return in Class A for 2024, driven heavily by their long-term compounders and a massive turnaround success in Dyna-Mac Holdings. Due to elevated valuations among top-tier compounders, the fund is selectively allocating more to high-conviction turnaround opportunities with a strong margin of safety.
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AGT Partners achieved a remarkable +60.1% return in Class A for 2024, driven heavily by their long-term compounders and a massive turnaround success in Dyna-Mac Holdings. Due to elevated valuations among top-tier compounders, the fund is selectively allocating more to high-conviction turnaround opportunities with a strong margin of safety.
