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.
Silver Beech delivered 11.6% returns in Q2 through concentrated value investing outside technology. Their 9-stock portfolio trades at 14.7x P/E versus 22x for the S&P 500 while maintaining similar growth. Featured investment Burford Capital offers legal finance exposure with 27% historical IRRs and asymmetric upside from a $6 billion Argentina case.
Full Quick Take
Silver Beech delivered 11.6% returns in Q2 through concentrated value investing outside technology. Their 9-stock portfolio trades at 14.7x P/E versus 22x for the S&P 500 while maintaining similar growth. Featured investment Burford Capital offers legal finance exposure with 27% historical IRRs and asymmetric upside from a $6 billion Argentina case.
