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.
Horizon Kinetics maintained high-conviction exposure to land assets, regulated exchanges, and Bitcoin in Q2 2026, while trimming precious metal royalty leaders trading near 2x NAV and warning against deteriorating AI hyperscaler economics.
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Horizon Kinetics maintained high-conviction exposure to land assets, regulated exchanges, and Bitcoin in Q2 2026, while trimming precious metal royalty leaders trading near 2x NAV and warning against deteriorating AI hyperscaler economics.