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.
Seven Corners Capital's equity portfolio gained approximately 17% in 2023, bringing its cumulative performance since 2020 to roughly 102%. The fund maintains a concentrated allocation across major deep-value and sum-of-the-parts positions including Pershing Square Holdings, Genworth Financial, Merrimack Pharmaceuticals, and Sandridge Energy, each benefiting from clear upcoming catalysts, asset discount narrowing, or capital return programs.
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Seven Corners Capital's equity portfolio gained approximately 17% in 2023, bringing its cumulative performance since 2020 to roughly 102%. The fund maintains a concentrated allocation across major deep-value and sum-of-the-parts positions including Pershing Square Holdings, Genworth Financial, Merrimack Pharmaceuticals, and Sandridge Energy, each benefiting from clear upcoming catalysts, asset discount narrowing, or capital return programs.
