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.
Despite a YTD return of -6.29% driven by valuation discrepancies, The Compounding Tortoise remains highly confident in its high-quality concentrated holdings, which continue to deliver stable 12-13% EBITA growth and offer >14% average forward expected returns.
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Despite a YTD return of -6.29% driven by valuation discrepancies, The Compounding Tortoise remains highly confident in its high-quality concentrated holdings, which continue to deliver stable 12-13% EBITA growth and offer >14% average forward expected returns.
