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.
Ophir's Global Opportunities Fund returned 25.6% net in 2025, driven entirely by superior stock picking. The managers highlight that the long-awaited catalyst for small-cap outperformance—favorable relative earnings growth—is finally falling into place for 2026.
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Ophir's Global Opportunities Fund returned 25.6% net in 2025, driven entirely by superior stock picking. The managers highlight that the long-awaited catalyst for small-cap outperformance—favorable relative earnings growth—is finally falling into place for 2026.