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.
Longleaf Partners International Fund delivered a strong 14.89% return in Q2, outperforming its benchmark by capturing a performance reversal driven by solid company fundamentals. The manager initiated three new value positions and exited Naver due to long-term AI-related search disruption risks.
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Longleaf Partners International Fund delivered a strong 14.89% return in Q2, outperforming its benchmark by capturing a performance reversal driven by solid company fundamentals. The manager initiated three new value positions and exited Naver due to long-term AI-related search disruption risks.
