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.
Mondrian's strategy outperformed in Q4 2025 with a 7.3% net return, benefiting from strong stock selection in the UK and industrials amid a rotation to defensive sectors.
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Mondrian's strategy outperformed in Q4 2025 with a 7.3% net return, benefiting from strong stock selection in the UK and industrials amid a rotation to defensive sectors.
