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.
Protean concludes a highly successful 2025 with $600m USD in AUM, warns of potentially mediocre market years ahead, and lays out a compelling, structural short thesis on Swedish forestry giant Holmen.
Full Quick Take
Protean concludes a highly successful 2025 with $600m USD in AUM, warns of potentially mediocre market years ahead, and lays out a compelling, structural short thesis on Swedish forestry giant Holmen.
Protean closes out a successful 2025 with assets reaching $600m USD, while presenting a comprehensive, structurally bearish case against Swedish forester Holmen as a slow-motion capital destruction short.
Full Quick Take
Protean closes out a successful 2025 with assets reaching $600m USD, while presenting a comprehensive, structurally bearish case against Swedish forester Holmen as a slow-motion capital destruction short.
