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.
Kopernik Global All-Cap Fund dropped 6.60% in Q2 2026 due to S&P 500 hedges and a sharp pullback in precious metals and energy. The manager aggressively deployed cash into hard assets, initiating eight deeply discounted equities and adding to core commodity holdings while fading momentum.
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Kopernik Global All-Cap Fund dropped 6.60% in Q2 2026 due to S&P 500 hedges and a sharp pullback in precious metals and energy. The manager aggressively deployed cash into hard assets, initiating eight deeply discounted equities and adding to core commodity holdings while fading momentum.
