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.
The Purpose Credit Opportunities Fund outpaced passive fixed income in 2025 with an 8.16% return, driven by high-conviction themes like defense while prudently trimming AI-power infrastructure holdings on valuation grounds.
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The Purpose Credit Opportunities Fund outpaced passive fixed income in 2025 with an 8.16% return, driven by high-conviction themes like defense while prudently trimming AI-power infrastructure holdings on valuation grounds.
The Purpose Credit Opportunities Fund returned 1.5% in June 2025, capturing strong gains from secular exposures in power generation and U.S. housing while maintaining an underweight stance on traditional long-term bonds.
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The Purpose Credit Opportunities Fund returned 1.5% in June 2025, capturing strong gains from secular exposures in power generation and U.S. housing while maintaining an underweight stance on traditional long-term bonds.
Devon Funds delivers positive absolute returns in June 2025, driven by strong corporate developments in core holdings like James Hardie, Goodman Group, and Metcash amid stabilizing global macro conditions and rate cut optimism.
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Devon Funds delivers positive absolute returns in June 2025, driven by strong corporate developments in core holdings like James Hardie, Goodman Group, and Metcash amid stabilizing global macro conditions and rate cut optimism.
