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.
Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble.
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Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble.
Lagging behind benchmarks due to early exits on key longs despite strong alpha generation from its short book. The manager anticipates a bifurcated 2026, combining near-term equity optimism with late-year inflation concerns.
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Lagging behind benchmarks due to early exits on key longs despite strong alpha generation from its short book. The manager anticipates a bifurcated 2026, combining near-term equity optimism with late-year inflation concerns.
Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt.
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Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt.