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.
Tweedy, Browne achieved strong YTD gains through Q3 2025, driven by a long-overdue valuation catch-up in European and Japanese equities, while actively rotating capital into fresh mid-cap value opportunities.
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Tweedy, Browne achieved strong YTD gains through Q3 2025, driven by a long-overdue valuation catch-up in European and Japanese equities, while actively rotating capital into fresh mid-cap value opportunities.
ByteTree delivered strong Q2 2025 outperformance in its Soda and Whisky portfolios by avoiding expensive US tech stocks and focusing on UK/European value equities and a risk-weighted blend of Bitcoin and Gold.
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ByteTree delivered strong Q2 2025 outperformance in its Soda and Whisky portfolios by avoiding expensive US tech stocks and focusing on UK/European value equities and a risk-weighted blend of Bitcoin and Gold.
Tweedy, Browne captured solid absolute returns in Q2 2025 led by defense aerospace holdings, and is aggressively deploying capital into attractively discounted European and Japanese SMID-cap value stocks while remaining cautious on expensive US indices.
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Tweedy, Browne captured solid absolute returns in Q2 2025 led by defense aerospace holdings, and is aggressively deploying capital into attractively discounted European and Japanese SMID-cap value stocks while remaining cautious on expensive US indices.