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.
AGT's NAV fell -0.7% in October 2025, primarily dragged down by a temporary discount widening in News Corp, but the manager remains highly confident in value-unlock catalysts and continues to aggressively purchase deep-value holdings in Korea.
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AGT's NAV fell -0.7% in October 2025, primarily dragged down by a temporary discount widening in News Corp, but the manager remains highly confident in value-unlock catalysts and continues to aggressively purchase deep-value holdings in Korea.
