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.
Mindset Value Fund declined 8.6% in Q2 2025. The fund re-established positions in HQI/TBI to play a potential M&A restructuring catalyst, while cutting back on Glass House due to regulatory risks and remaining highly bullish on Nelnet.
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Mindset Value Fund declined 8.6% in Q2 2025. The fund re-established positions in HQI/TBI to play a potential M&A restructuring catalyst, while cutting back on Glass House due to regulatory risks and remaining highly bullish on Nelnet.
