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 Meridian Contrarian Fund outperformed its benchmark in Q2 2025, returning 16.42% net compared to 8.59% for the Russell 2500 Index, driven by strong performance in nuclear power and semiconductor holdings.
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The Meridian Contrarian Fund outperformed its benchmark in Q2 2025, returning 16.42% net compared to 8.59% for the Russell 2500 Index, driven by strong performance in nuclear power and semiconductor holdings.
Brookfield Asset Management delivered record Q4 results with over $135B raised in 2024, driving an 18% increase in fee-bearing capital and a 15% dividend hike amidst secular tailwinds in AI, clean energy, and private credit.
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Brookfield Asset Management delivered record Q4 results with over $135B raised in 2024, driving an 18% increase in fee-bearing capital and a 15% dividend hike amidst secular tailwinds in AI, clean energy, and private credit.
Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt. The fund holds approximately 50% in defensive cash, gold, and short-term bonds, allocating its equity exposure to cheap, cash-generative energy and telecommunications leaders.
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Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt. The fund holds approximately 50% in defensive cash, gold, and short-term bonds, allocating its equity exposure to cheap, cash-generative energy and telecommunications leaders.
