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.
Miller/Howard is highly constructive on long-term energy equities due to EV target rollbacks and surging data center power demands, using near-term price weakness to high-grade the portfolio.
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Miller/Howard is highly constructive on long-term energy equities due to EV target rollbacks and surging data center power demands, using near-term price weakness to high-grade the portfolio.
Riverwater's Sustainable Value Strategy faced headwind from a speculative market shift in Q2 2025 but capitalized on pullbacks to buy high-quality compounders like Everus, Griffon, and MSA Safety at attractive valuations.
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Riverwater's Sustainable Value Strategy faced headwind from a speculative market shift in Q2 2025 but capitalized on pullbacks to buy high-quality compounders like Everus, Griffon, and MSA Safety at attractive valuations.
Apis Deep Value Fund posted an 8.5% return in 2024, capitalizing on strong small-cap stock picking in ex-US markets and niche secular growth fields like data centers and defense, while keeping short exposure to structural capital-consumers.
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Apis Deep Value Fund posted an 8.5% return in 2024, capitalizing on strong small-cap stock picking in ex-US markets and niche secular growth fields like data centers and defense, while keeping short exposure to structural capital-consumers.
