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.
Montaka Global Investments achieved strong relative outperformance in Q3 2026, driven by gains across enterprise software platforms and Meta Platforms, while exiting TSMC and REA Group to fund additions to Uber and top holding Amazon Web Services.
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Montaka Global Investments achieved strong relative outperformance in Q3 2026, driven by gains across enterprise software platforms and Meta Platforms, while exiting TSMC and REA Group to fund additions to Uber and top holding Amazon Web Services.
Ennismore Global Equity Fund delivered a positive Q2 2025 return driven by excellent stock selection in its long book, particularly within its 'controlledcos' theme, despite a temporary detraction from speculative shorts.
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Ennismore Global Equity Fund delivered a positive Q2 2025 return driven by excellent stock selection in its long book, particularly within its 'controlledcos' theme, despite a temporary detraction from speculative shorts.