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.
Arnott Capital delivered a 3.97% net return for H1 2025, actively rotating capital out of GLP-1 incumbents and into UK housing and Softbank. They are shorting Pop Mart to capitalize on the peaking Labubu doll hype cycle.
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Arnott Capital delivered a 3.97% net return for H1 2025, actively rotating capital out of GLP-1 incumbents and into UK housing and Softbank. They are shorting Pop Mart to capitalize on the peaking Labubu doll hype cycle.
Tall Oak Q2 2025 emphasizes cautious quality-underwriting in U.S. equities due to high valuations, while expressing high conviction in structural longevity leaders like Intuitive Surgical and Encompass Health.
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Tall Oak Q2 2025 emphasizes cautious quality-underwriting in U.S. equities due to high valuations, while expressing high conviction in structural longevity leaders like Intuitive Surgical and Encompass Health.
