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 Steppe Eagle OEIC posted a strong +31.71% gain in 2025 as solar and wind holdings rebounded, though the manager remains highly cautious on broader AI valuations, SaaS disruption, and maintains a defensive cash stance.
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The Steppe Eagle OEIC posted a strong +31.71% gain in 2025 as solar and wind holdings rebounded, though the manager remains highly cautious on broader AI valuations, SaaS disruption, and maintains a defensive cash stance.
The Steppe Eagle fund navigated H1 2025 with a 5.51% gain, selectively buying the dip on clean energy and high-quality tech names while avoiding over-leveraged and excessively priced market sectors.
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The Steppe Eagle fund navigated H1 2025 with a 5.51% gain, selectively buying the dip on clean energy and high-quality tech names while avoiding over-leveraged and excessively priced market sectors.
