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 current market presents conflicting signals with slowing economic indicators and near-record equity highs. Rather than reacting to short-term volatility or making predictions, investors should focus on long-term perspective and disciplined financial planning.
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The current market presents conflicting signals with slowing economic indicators and near-record equity highs. Rather than reacting to short-term volatility or making predictions, investors should focus on long-term perspective and disciplined financial planning.
Internet and software valuations have stabilized below historical averages, providing a strong setup as the tech sector enters a secular inflection driven by AI inferencing, vibe coding, and agentic browsers.
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Internet and software valuations have stabilized below historical averages, providing a strong setup as the tech sector enters a secular inflection driven by AI inferencing, vibe coding, and agentic browsers.
The fund returned 2.6% in Q3 2025, lagging a highly concentrated benchmark. L1 capitalized on short-term volatility to buy Nvidia and Weir Group while exiting Eagle Materials, remaining nearly fully invested at 2% cash.
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The fund returned 2.6% in Q3 2025, lagging a highly concentrated benchmark. L1 capitalized on short-term volatility to buy Nvidia and Weir Group while exiting Eagle Materials, remaining nearly fully invested at 2% cash.
DoubleLine highlights strong U.S. economic growth and resilient consumer spending alongside rising long-end Treasury yields in Q4 2024. While central banks began policy normalization, macroeconomic divergence across the U.S., Europe, China, and Japan presents a dynamic investment backdrop heading into 2025.
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DoubleLine highlights strong U.S. economic growth and resilient consumer spending alongside rising long-end Treasury yields in Q4 2024. While central banks began policy normalization, macroeconomic divergence across the U.S., Europe, China, and Japan presents a dynamic investment backdrop heading into 2025.
Longriver Partners Fund posted a 3.1% gain in Q2 2023, bringing YTD net returns to 13.5%. The manager is deploying capital into high-conviction global leaders like TSMC and BFF Bank, while maintaining caution on China's recovery and utilizing Berkshire Hathaway as the ultimate hurdle for portfolio inclusion.
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Longriver Partners Fund posted a 3.1% gain in Q2 2023, bringing YTD net returns to 13.5%. The manager is deploying capital into high-conviction global leaders like TSMC and BFF Bank, while maintaining caution on China's recovery and utilizing Berkshire Hathaway as the ultimate hurdle for portfolio inclusion.
