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.
RDCP is shifting from a leverage-heavy acquisition model to a disciplined, permanent-capital framework (RDCP 2.0) that prioritizes high-quality recurring revenue businesses. In 2025, the firm successfully expanded its portfolio with key healthcare and pet food acquisitions, growing its enterprise value to $650 million.
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RDCP is shifting from a leverage-heavy acquisition model to a disciplined, permanent-capital framework (RDCP 2.0) that prioritizes high-quality recurring revenue businesses. In 2025, the firm successfully expanded its portfolio with key healthcare and pet food acquisitions, growing its enterprise value to $650 million.
Alluvial Fund generated a strong 15.5% return in Q3 2025. The manager remains highly cautious of speculative market bubbles and is focusing capital on deep-value, asset-heavy, and special-situation investments.
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Alluvial Fund generated a strong 15.5% return in Q3 2025. The manager remains highly cautious of speculative market bubbles and is focusing capital on deep-value, asset-heavy, and special-situation investments.
