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.
Launched on 1 July 2026, the Rozendal Worldwide Flexible Prescient Retail Hedge Fund established its foundational portfolio in Q3 2026, closing the quarter with ZAR 20.0 million in NAV and a unit price of ZAR 0.9494.
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Launched on 1 July 2026, the Rozendal Worldwide Flexible Prescient Retail Hedge Fund established its foundational portfolio in Q3 2026, closing the quarter with ZAR 20.0 million in NAV and a unit price of ZAR 0.9494.
Driven by short-term earnings disappointments and multiple compression across core holdings, while initiating positions in Universal Music Group and an Asian leader alongside active corporate engagements.
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Driven by short-term earnings disappointments and multiple compression across core holdings, while initiating positions in Universal Music Group and an Asian leader alongside active corporate engagements.
EQUAM Global Value Fund celebrates 10 years of outperformance with highly bullish outlooks, backed by a record 126% portfolio upside potential and a massive valuation gap between European SMID caps and global peers.
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EQUAM Global Value Fund celebrates 10 years of outperformance with highly bullish outlooks, backed by a record 126% portfolio upside potential and a massive valuation gap between European SMID caps and global peers.