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.
Open Square Capital maintains a highly concentrated contrarian posture, focusing exclusively on deeply undervalued Canadian and US oil producers. Rejecting the speculative bubbles of technology and crypto, the fund's management remains highly confident that critically low global inventories and structural plateaus in US shale production will trigger an imminent and powerful upward re-rating of fundamental energy equities.
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Open Square Capital maintains a highly concentrated contrarian posture, focusing exclusively on deeply undervalued Canadian and US oil producers. Rejecting the speculative bubbles of technology and crypto, the fund's management remains highly confident that critically low global inventories and structural plateaus in US shale production will trigger an imminent and powerful upward re-rating of fundamental energy equities.
