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 Rozendal Global Fund outperformed its benchmark significantly in 2025, gaining 42.8%. The manager remains focused on value-driven, long-horizon opportunities while cautioning that current gold prices are extraordinarily expensive.
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The Rozendal Global Fund outperformed its benchmark significantly in 2025, gaining 42.8%. The manager remains focused on value-driven, long-horizon opportunities while cautioning that current gold prices are extraordinarily expensive.
Rozendal's Global Fund crushed its benchmark with a 42.8% return in 2025, driven by contrarian holdings, while the managers issue a stern valuation warning on gold, calling it extraordinarily expensive.
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Rozendal's Global Fund crushed its benchmark with a 42.8% return in 2025, driven by contrarian holdings, while the managers issue a stern valuation warning on gold, calling it extraordinarily expensive.