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.
Quercus Fund delivered a stellar 35.8% return in 2024 through its highly concentrated core portfolio, though the manager cautions that fundamental growth trailed share prices. The fund remains highly focused on Bolloré's potential to unlock value via its massive €6 billion cash hoard.
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Quercus Fund delivered a stellar 35.8% return in 2024 through its highly concentrated core portfolio, though the manager cautions that fundamental growth trailed share prices. The fund remains highly focused on Bolloré's potential to unlock value via its massive €6 billion cash hoard.
