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.
Despite finishing a rocky 2024 down 1.4%, Black Bear Value Fund is aggressively buying the dip in its concentrated long positions while maintaining heavy short hedges to play defense.
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Despite finishing a rocky 2024 down 1.4%, Black Bear Value Fund is aggressively buying the dip in its concentrated long positions while maintaining heavy short hedges to play defense.
Voss Capital remains highly constructive on small-cap value equities, pointing to record valuation spreads and superior projected earnings growth relative to large caps. They leverage a concentrated portfolio with high gross exposure to capture significant mispricings in resilient areas like housing and outsourced healthcare services.
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Voss Capital remains highly constructive on small-cap value equities, pointing to record valuation spreads and superior projected earnings growth relative to large caps. They leverage a concentrated portfolio with high gross exposure to capture significant mispricings in resilient areas like housing and outsourced healthcare services.
