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.
1 Main Capital outperformed in Q2 with a 13.3% net return, led by IWG and Basic-Fit. The manager re-initiated a position in MasterCraft Boat, capitalizing on small-cap market neglect and a bottoming dealer destocking cycle.
Full Quick Take
1 Main Capital outperformed in Q2 with a 13.3% net return, led by IWG and Basic-Fit. The manager re-initiated a position in MasterCraft Boat, capitalizing on small-cap market neglect and a bottoming dealer destocking cycle.
