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.
Optimist Fund delivered an outstanding 39.2% return in Q2 2025, driven by massive contributions from ThredUp and Carvana, while capitalizing on tariff-induced market volatility to expand key positions at attractive prices.
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Optimist Fund delivered an outstanding 39.2% return in Q2 2025, driven by massive contributions from ThredUp and Carvana, while capitalizing on tariff-induced market volatility to expand key positions at attractive prices.
