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 Wolf of Harcourt Street outperformed the S&P 500 by a wide margin in Q2 2025 (+20.4% vs +10.4%) but is holding over 4% cash and taking a cautious posture due to strong short-term market runs.
Full Quick Take
The Wolf of Harcourt Street outperformed the S&P 500 by a wide margin in Q2 2025 (+20.4% vs +10.4%) but is holding over 4% cash and taking a cautious posture due to strong short-term market runs.
