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.
Unconventional Value maintained its strong performance, returning +31.6% YTD in 2025 through a highly concentrated portfolio of AI-driven and network-effect-supported emerging growth companies like Pagaya, Planet Labs, and Xometry.
Full Quick Take
Unconventional Value maintained its strong performance, returning +31.6% YTD in 2025 through a highly concentrated portfolio of AI-driven and network-effect-supported emerging growth companies like Pagaya, Planet Labs, and Xometry.