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.
North Sky Capital sees tremendous opportunity amid 2025's policy and market turbulence. The OBBB provides needed certainty for their infrastructure strategy while maintaining renewable incentives. Their secondaries team benefits from distressed primary impact investors seeking liquidity. With SIF IV closed and ample dry powder, they're positioned to capitalize on energy transition, data center infrastructure, and secondary market dislocations.
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North Sky Capital sees tremendous opportunity amid 2025's policy and market turbulence. The OBBB provides needed certainty for their infrastructure strategy while maintaining renewable incentives. Their secondaries team benefits from distressed primary impact investors seeking liquidity. With SIF IV closed and ample dry powder, they're positioned to capitalize on energy transition, data center infrastructure, and secondary market dislocations.
