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.
Lansing Street Advisors maintained a constructive, fully invested equity posture in Q3 2026, advising investors to ignore geopolitical headlines and energy-driven inflation spikes in favor of historic corporate earnings growth and robust household balance sheets.
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Lansing Street Advisors maintained a constructive, fully invested equity posture in Q3 2026, advising investors to ignore geopolitical headlines and energy-driven inflation spikes in favor of historic corporate earnings growth and robust household balance sheets.
In his final letter, founder Jonathan Ruffer warns that a generational wealth and housing crisis is driving younger investors into dangerous crypto and AI speculation, while reaffirming Ruffer's core defensive strategy of pairing offsetting assets to guard against an inevitable.
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In his final letter, founder Jonathan Ruffer warns that a generational wealth and housing crisis is driving younger investors into dangerous crypto and AI speculation, while reaffirming Ruffer's core defensive strategy of pairing offsetting assets to guard against an inevitable.