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.
Despite a challenging -12.4% return in 2025, Turtle Creek expects a powerful recovery, citing a cheap portfolio valuation of 10x forward P/E with over 20% projected annual earnings growth relative to a highly overvalued S&P 500.
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Despite a challenging -12.4% return in 2025, Turtle Creek expects a powerful recovery, citing a cheap portfolio valuation of 10x forward P/E with over 20% projected annual earnings growth relative to a highly overvalued S&P 500.
