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.
Crawford Investment Counsel faced performance headwinds in Q3 2026 as surging bond yields and speculative momentum favored high-beta AI equities, while the firm maintained its disciplined allocation to defensive, dividend-growing compounders.
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Crawford Investment Counsel faced performance headwinds in Q3 2026 as surging bond yields and speculative momentum favored high-beta AI equities, while the firm maintained its disciplined allocation to defensive, dividend-growing compounders.
SouthernSun cautions that current AI euphoria overlooks critical physical and energy-grid constraints, mirroring the over-optimism of the 2014-15 oil cycle.
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SouthernSun cautions that current AI euphoria overlooks critical physical and energy-grid constraints, mirroring the over-optimism of the 2014-15 oil cycle.
Myrmikan Capital delivers a stark warning that modern central banking mirrors the monetary failures of the Roman Empire, predicting that continuous dollar debasement will lead to hyperinflation or massive default, while framing gold at $4,000/oz as a significant bargain.
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Myrmikan Capital delivers a stark warning that modern central banking mirrors the monetary failures of the Roman Empire, predicting that continuous dollar debasement will lead to hyperinflation or massive default, while framing gold at $4,000/oz as a significant bargain.