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.
Bireme Capital delivered a strong 33% return in 2025 by shorting bloated US tech stocks and buying cheap international equities, a strategy they are aggressive with as US institutions undergo rapid decay.
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Bireme Capital delivered a strong 33% return in 2025 by shorting bloated US tech stocks and buying cheap international equities, a strategy they are aggressive with as US institutions undergo rapid decay.
Mott Capital's defensive posture and trimming of Microsoft led to a slow Q2 (+0.53% vs. S&P 500's +6.20%), promptimg a strategic shift out of China-exposed tech into defensive turnaround plays like UnitedHealth and Zoetis ahead of anticipated H2 market volatility.
Full Quick Take
Mott Capital's defensive posture and trimming of Microsoft led to a slow Q2 (+0.53% vs. S&P 500's +6.20%), promptimg a strategic shift out of China-exposed tech into defensive turnaround plays like UnitedHealth and Zoetis ahead of anticipated H2 market volatility.
