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.
Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble. Although this stance has resulted in recent underperformance compared to index benchmarks, the manager believes their portfolio of neglected, high-quality businesses is positioned at its highest-upside valuation level in history.
Full Quick Take
Mayar Capital remains strongly committed to its disciplined value and quality approach, refusing to participate in the ongoing AI and technology stock bubble. Although this stance has resulted in recent underperformance compared to index benchmarks, the manager believes their portfolio of neglected, high-quality businesses is positioned at its highest-upside valuation level in history.
