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.
Rozendal's Global Fund crushed its benchmark with a 42.8% return in 2025, driven by contrarian holdings, while the managers issue a stern valuation warning on gold, calling it extraordinarily expensive.
Full Quick Take
Rozendal's Global Fund crushed its benchmark with a 42.8% return in 2025, driven by contrarian holdings, while the managers issue a stern valuation warning on gold, calling it extraordinarily expensive.
