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.
MJG Capital logged a stellar 109.26% return in 2025, but is cutting precious metals exposure to below 30% and raising cash to 14% to brace for a potential sector-wide correction, while heavily prioritizing copper and capital-efficient prospect generators.
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MJG Capital logged a stellar 109.26% return in 2025, but is cutting precious metals exposure to below 30% and raising cash to 14% to brace for a potential sector-wide correction, while heavily prioritizing copper and capital-efficient prospect generators.