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.
Sound Shore outperformed its benchmarks in Q3 2025, capitalizing on corporate restructurings and M&A catalysts within its heavily discounted, value-oriented portfolio.
Full Quick Take
Sound Shore outperformed its benchmarks in Q3 2025, capitalizing on corporate restructurings and M&A catalysts within its heavily discounted, value-oriented portfolio.
Merchant West emphasizes that long-term outperformance relies on intellectual humility, taking advantage of boutique nimbleness on the illiquid JSE, and focusing strictly on specialized secular winners in US MedTech and diversified European energy.
Full Quick Take
Merchant West emphasizes that long-term outperformance relies on intellectual humility, taking advantage of boutique nimbleness on the illiquid JSE, and focusing strictly on specialized secular winners in US MedTech and diversified European energy.
