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.
With a strong 37.7% return in 2025, Smallvalue maintains its patient, disciplined approach. The fund shrugged off Q4 volatility, choosing to hold conviction positions in Sprouts Farmers Market and Olvi Oyj while highlighting long-term structural themes like Europe's electrification and copper.
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With a strong 37.7% return in 2025, Smallvalue maintains its patient, disciplined approach. The fund shrugged off Q4 volatility, choosing to hold conviction positions in Sprouts Farmers Market and Olvi Oyj while highlighting long-term structural themes like Europe's electrification and copper.
