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.
Broadleaf closes out 2025 with double-digit full-year gains, brushing off short-term Q4 underperformance and bubble fears to double down on the long-term secular growth potential of AI and rising corporate capex.
Full Quick Take
Broadleaf closes out 2025 with double-digit full-year gains, brushing off short-term Q4 underperformance and bubble fears to double down on the long-term secular growth potential of AI and rising corporate capex.
Ennismore Global Equity Fund delivered a resilient 0.2% net return in March 2023 despite navigating a challenging, junk-led market rally. Reflecting deep macro concerns about a tightening credit cycle, the portfolio is defensively positioned with a net exposure of 35.6%. The fund remains focused on deeply undervalued long compounders like D'Ieteren SA alongside idiosyncratic short opportunities.
Full Quick Take
Ennismore Global Equity Fund delivered a resilient 0.2% net return in March 2023 despite navigating a challenging, junk-led market rally. Reflecting deep macro concerns about a tightening credit cycle, the portfolio is defensively positioned with a net exposure of 35.6%. The fund remains focused on deeply undervalued long compounders like D'Ieteren SA alongside idiosyncratic short opportunities.
