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.
Alta Fox delivered strong 2023 returns through disciplined small-cap value investing, avoiding expensive mega-caps while finding opportunities like Canadian waste management company SES trading at deep discounts to peers. Despite elevated market multiples and emerging consumer weakness, the fund remains optimistic about deploying capital in attractive small-cap opportunities with multi-year horizons.
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Alta Fox delivered strong 2023 returns through disciplined small-cap value investing, avoiding expensive mega-caps while finding opportunities like Canadian waste management company SES trading at deep discounts to peers. Despite elevated market multiples and emerging consumer weakness, the fund remains optimistic about deploying capital in attractive small-cap opportunities with multi-year horizons.
