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.
Nixon Capital rejects macroeconomic forecasting as futile and instead employs a C.S. Lewis-inspired framework of looking 'along' underlying business realities to exploit disconnects between market perception and corporate adaptability.
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Nixon Capital rejects macroeconomic forecasting as futile and instead employs a C.S. Lewis-inspired framework of looking 'along' underlying business realities to exploit disconnects between market perception and corporate adaptability.
The fund posted a 6.84% return for Q3 2025, trailing its benchmark due to specific stock selection, but maintains a constructive outlook for 2026 backed by anticipated rate cuts and secular AI investments.
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The fund posted a 6.84% return for Q3 2025, trailing its benchmark due to specific stock selection, but maintains a constructive outlook for 2026 backed by anticipated rate cuts and secular AI investments.
Langdon delivered a strong 19.8% return in 2024, bolstered by a landmark $250M strategic deal for top-holding Westaim, while selectively buying the dip in high-conviction decliners like Hypoport.
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Langdon delivered a strong 19.8% return in 2024, bolstered by a landmark $250M strategic deal for top-holding Westaim, while selectively buying the dip in high-conviction decliners like Hypoport.
