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.
The Fund delivered a strong +25.56% return in 2025, significantly validating its deep-value thesis through major privatization activity in key holdings, and enters 2026 highly constructive on historically cheap valuations.
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The Fund delivered a strong +25.56% return in 2025, significantly validating its deep-value thesis through major privatization activity in key holdings, and enters 2026 highly constructive on historically cheap valuations.
