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.
The fund generated a solid 4.53% return in Q4, capping off a stellar 28.27% YTD performance. The managers enter 2026 highly constructive on Emerging Markets, driven by robust AI monetization trends, attractive valuations, and favorable macroeconomic backdrops.
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The fund generated a solid 4.53% return in Q4, capping off a stellar 28.27% YTD performance. The managers enter 2026 highly constructive on Emerging Markets, driven by robust AI monetization trends, attractive valuations, and favorable macroeconomic backdrops.
Ennismore Global Equity Fund delivered a positive Q2 2025 return driven by excellent stock selection in its long book, particularly within its 'controlledcos' theme, despite a temporary detraction from speculative shorts.
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Ennismore Global Equity Fund delivered a positive Q2 2025 return driven by excellent stock selection in its long book, particularly within its 'controlledcos' theme, despite a temporary detraction from speculative shorts.
