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 Fund fell 9.2% in Q4 due to a dramatic equity market bifurcation away from non-resource stocks, but remains well-capitalized with ~$140m in cash to opportunistically double-down on its high-conviction activist pipeline.
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The Fund fell 9.2% in Q4 due to a dramatic equity market bifurcation away from non-resource stocks, but remains well-capitalized with ~$140m in cash to opportunistically double-down on its high-conviction activist pipeline.
