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 PM Capital Global Companies Fund gained 10.0% in Q3 2025, heavily supported by gold, copper, and European financials. The managers are actively taking profits on fair-valued names like Airbus and warning against speculative megatrend valuations.
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The PM Capital Global Companies Fund gained 10.0% in Q3 2025, heavily supported by gold, copper, and European financials. The managers are actively taking profits on fair-valued names like Airbus and warning against speculative megatrend valuations.
