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 utilizes credit event arbitrage to deliver low-correlation returns insulated from macro beta. Despite experiencing a minor negative return of -0.52% due to geopolitical oil shocks, the fund remains nearly fully invested, actively shifting capital toward short-duration positions and companies with contractual pricing pass-through capabilities.
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The fund utilizes credit event arbitrage to deliver low-correlation returns insulated from macro beta. Despite experiencing a minor negative return of -0.52% due to geopolitical oil shocks, the fund remains nearly fully invested, actively shifting capital toward short-duration positions and companies with contractual pricing pass-through capabilities.
The Longleaf Partners Global Fund returned 10.50% in 2Q25, slightly trailing the benchmark but offering strong margin of safety with a P/V in the high-50s% and active management addressing market dislocations.
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The Longleaf Partners Global Fund returned 10.50% in 2Q25, slightly trailing the benchmark but offering strong margin of safety with a P/V in the high-50s% and active management addressing market dislocations.
