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.
Led by strong performance in COG Financial Services and BCI Minerals. The fund ended fully invested at 0% cash, maintaining high concentration across 21 long positions while initiating a new 5.5% activist stake in packaging leader Orora Ltd.
Full Quick Take
Led by strong performance in COG Financial Services and BCI Minerals. The fund ended fully invested at 0% cash, maintaining high concentration across 21 long positions while initiating a new 5.5% activist stake in packaging leader Orora Ltd.