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 International All Company Fund gained 13.49% in Q2 2025, beating its benchmark. The fund continues to prioritize bottom-up selection of highly profitable, defensible 'marketplace' business models like MercadoLibre while ignoring macro forecasting noise.
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The International All Company Fund gained 13.49% in Q2 2025, beating its benchmark. The fund continues to prioritize bottom-up selection of highly profitable, defensible 'marketplace' business models like MercadoLibre while ignoring macro forecasting noise.
