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.
Hertford Capital beat its benchmark in 2024 with a +6.79% net return, successfully rebranded, and consolidated its leadership. The manager sees over 50% upside in the portfolio over the next 12-18 months, driven by an expected small-cap valuation recovery.
Full Quick Take
Hertford Capital beat its benchmark in 2024 with a +6.79% net return, successfully rebranded, and consolidated its leadership. The manager sees over 50% upside in the portfolio over the next 12-18 months, driven by an expected small-cap valuation recovery.
Hertford Capital delivered benchmark-beating results in Q4 and rebranded under sole manager Marc Bräutigam. Backed by cheap small-cap valuations and M&A tailwinds, the firm targets a massive >50% portfolio upside over the next 12-18 months.
Full Quick Take
Hertford Capital delivered benchmark-beating results in Q4 and rebranded under sole manager Marc Bräutigam. Backed by cheap small-cap valuations and M&A tailwinds, the firm targets a massive >50% portfolio upside over the next 12-18 months.
