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.
Massif Capital posted a blowout 36.1% return in Q3 2025, driven by copper and gold miners. The fund is now taking profits in gold to rebalance into industrials like Enovix, while maintaining a high-conviction, contrarian position in European energy ahead of winter.
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Massif Capital posted a blowout 36.1% return in Q3 2025, driven by copper and gold miners. The fund is now taking profits in gold to rebalance into industrials like Enovix, while maintaining a high-conviction, contrarian position in European energy ahead of winter.