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.
Gabelli Funds' managers are cautiously constructive heading into 2026, leveraging their signature PMV-with-a-Catalyst model to capture neglected value opportunities amidst a highly concentrated and choppy market.
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Gabelli Funds' managers are cautiously constructive heading into 2026, leveraging their signature PMV-with-a-Catalyst model to capture neglected value opportunities amidst a highly concentrated and choppy market.
The TAMIM Small Cap Fund surged +6.40% in July 2025, fueled by a wave of takeover offers and strong earnings updates across key holdings like Johns Lyng Group, Humm Group, and Austco Healthcare.
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The TAMIM Small Cap Fund surged +6.40% in July 2025, fueled by a wave of takeover offers and strong earnings updates across key holdings like Johns Lyng Group, Humm Group, and Austco Healthcare.
Voss Capital remains highly constructive on small-cap value equities, pointing to record valuation spreads and superior projected earnings growth relative to large caps. They leverage a concentrated portfolio with high gross exposure to capture significant mispricings in resilient areas like housing and outsourced healthcare services.
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Voss Capital remains highly constructive on small-cap value equities, pointing to record valuation spreads and superior projected earnings growth relative to large caps. They leverage a concentrated portfolio with high gross exposure to capture significant mispricings in resilient areas like housing and outsourced healthcare services.
