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.
Quercus Fund emphasizes absolute capital preservation and deep value investing, holding a highly concentrated portfolio of severely discounted companies trading at less than 0.25x estimated value. By prioritizing survivorship and ignoring short-term index performance or liquidity constraints, the manager seeks to generate superior long-term returns.
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Quercus Fund emphasizes absolute capital preservation and deep value investing, holding a highly concentrated portfolio of severely discounted companies trading at less than 0.25x estimated value. By prioritizing survivorship and ignoring short-term index performance or liquidity constraints, the manager seeks to generate superior long-term returns.
