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.
OAM European Value Fund surged 55.8% in 2025, riding a major reversal in value stocks. The manager is actively recycling capital from highly profitable exits into deeply discounted investment trusts, anticipating a multi-year bull run.
Full Quick Take
OAM European Value Fund surged 55.8% in 2025, riding a major reversal in value stocks. The manager is actively recycling capital from highly profitable exits into deeply discounted investment trusts, anticipating a multi-year bull run.
The Shelton Emerging Markets Fund gained 11.05% in Q2 2025, slightly underperforming its benchmark due to stock selection, but remains constructive on EM assets due to a weakening dollar, broadening earnings momentum, and attractive historical discounts.
Full Quick Take
The Shelton Emerging Markets Fund gained 11.05% in Q2 2025, slightly underperforming its benchmark due to stock selection, but remains constructive on EM assets due to a weakening dollar, broadening earnings momentum, and attractive historical discounts.
