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 tough quarter driven by pullbacks in core holdings like Lovisa and Eagers, Ganes remains highly constructive on its portfolio, choosing to back aligned, non-selling founders and rotate commodity profits into high-conviction software compounders.
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Despite a tough quarter driven by pullbacks in core holdings like Lovisa and Eagers, Ganes remains highly constructive on its portfolio, choosing to back aligned, non-selling founders and rotate commodity profits into high-conviction software compounders.
