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 Fund delivered strong gains in Q2 2025, driven by deep-value holdings and currency tailwinds, and expanded its exposure to high-conviction special situations like Lendlease and Abacus Storage.
Full Quick Take
The Fund delivered strong gains in Q2 2025, driven by deep-value holdings and currency tailwinds, and expanded its exposure to high-conviction special situations like Lendlease and Abacus Storage.
