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.
CCD delivered a strong Q4 2025 performance, outperforming its benchmark with a 2.74% market price return. Backed by record convertible issuance and secular AI tailwinds, the fund enters 2026 positioned constructively with 33% leverage and a focus on structural convexity.
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CCD delivered a strong Q4 2025 performance, outperforming its benchmark with a 2.74% market price return. Backed by record convertible issuance and secular AI tailwinds, the fund enters 2026 positioned constructively with 33% leverage and a focus on structural convexity.
