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 Fund outperformed its benchmark with a +13.54% YTD return, taking advantage of deep valuation discounts in the U.K. and franchise hotel spaces while carefully hedging core exposures.
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The Fund outperformed its benchmark with a +13.54% YTD return, taking advantage of deep valuation discounts in the U.K. and franchise hotel spaces while carefully hedging core exposures.
Third Avenue's Real Estate Value Fund continues to leverage macroeconomic supply chain reshoring and housing deficits, building high-conviction positions in Prologis, Wesco, and Champion Homes at historically cheap valuations.
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Third Avenue's Real Estate Value Fund continues to leverage macroeconomic supply chain reshoring and housing deficits, building high-conviction positions in Prologis, Wesco, and Champion Homes at historically cheap valuations.
Despite initial panic over Trump tariffs in April 2025, markets staged a rapid comeback in Q2 2025, underscoring the futility of short-term trading. Claret Asset Management advocates for a disciplined long-term buy-and-hold strategy focused on fundamental valuations.
Full Quick Take
Despite initial panic over Trump tariffs in April 2025, markets staged a rapid comeback in Q2 2025, underscoring the futility of short-term trading. Claret Asset Management advocates for a disciplined long-term buy-and-hold strategy focused on fundamental valuations.
