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.
Steyn Capital closed out 2025 with an 18.26% net return, driven by precious metals and Chinese tech exposure. The fund remains highly constructive on undervalued South African equities and event-driven opportunities while maintaining its short book for downside hedging.
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Steyn Capital closed out 2025 with an 18.26% net return, driven by precious metals and Chinese tech exposure. The fund remains highly constructive on undervalued South African equities and event-driven opportunities while maintaining its short book for downside hedging.
The Madison Dividend Income Fund sees a generational opportunity in high-quality, dividend-paying stocks trading at historically cheap relative valuations compared to an overvalued, highly concentrated broader market.
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The Madison Dividend Income Fund sees a generational opportunity in high-quality, dividend-paying stocks trading at historically cheap relative valuations compared to an overvalued, highly concentrated broader market.
Evolve Private Wealth celebrates a strong 2024 but cautions investors that historic S&P 500 concentration and high valuations demand a transition toward active diversification, highlighting opportunities in small-caps, European equities, and fixed income yielding over 5%.
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Evolve Private Wealth celebrates a strong 2024 but cautions investors that historic S&P 500 concentration and high valuations demand a transition toward active diversification, highlighting opportunities in small-caps, European equities, and fixed income yielding over 5%.
