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 Meridian Contrarian Fund returned 6.72% net in Q3 2025, lagging its benchmarks for the quarter but maintaining strong trailing 1-year outperformance of 16.77%. The managers actively managed risk by trimming secular winners in defense and AI while patiently holding high-conviction turnaround plays.
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The Meridian Contrarian Fund returned 6.72% net in Q3 2025, lagging its benchmarks for the quarter but maintaining strong trailing 1-year outperformance of 16.77%. The managers actively managed risk by trimming secular winners in defense and AI while patiently holding high-conviction turnaround plays.
