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 returned -1.0% (Net) in Q4 2025, underperforming its benchmark, but continues to systematically deploy capital into high-conviction, depressed value situations like Teleperformance and Winnebago.
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The fund returned -1.0% (Net) in Q4 2025, underperforming its benchmark, but continues to systematically deploy capital into high-conviction, depressed value situations like Teleperformance and Winnebago.