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 JDP Survivor & Thriver Fund gained 12.8% in Q3 2025, driven by its 25% China allocation and Tesla. Manager Jeremy Deal remains highly constructive, arguing that historically high levels of investor pessimism represent a prime buying opportunity.
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The JDP Survivor & Thriver Fund gained 12.8% in Q3 2025, driven by its 25% China allocation and Tesla. Manager Jeremy Deal remains highly constructive, arguing that historically high levels of investor pessimism represent a prime buying opportunity.