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 successfully locked in strong gains from Alpha Group (acquired by Corpay, +91%) and Alphabet (+70%), while deploying capital into three new durable U.S. compounders—Farmer Mac, FactSet, and Visa—at attractive multiples.
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The fund successfully locked in strong gains from Alpha Group (acquired by Corpay, +91%) and Alphabet (+70%), while deploying capital into three new durable U.S. compounders—Farmer Mac, FactSet, and Visa—at attractive multiples.