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 Moerus Worldwide Value Fund generated an outstanding 20.21% return in H1 2025, capitalizing on tariff-induced market volatility to actively rotate capital from fully valued exits like Cameco into fresh, deeply-discounted international opportunities.
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The Moerus Worldwide Value Fund generated an outstanding 20.21% return in H1 2025, capitalizing on tariff-induced market volatility to actively rotate capital from fully valued exits like Cameco into fresh, deeply-discounted international opportunities.
