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.
Frank Value Fund posted a strong 15.68% YTD gain, driven by successful M&A exits in Nexstar and Tegna. The manager continues to exploit passive index blindspots by investing in s/mid-cap consumer staples with >12% free cash flow yields.
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Frank Value Fund posted a strong 15.68% YTD gain, driven by successful M&A exits in Nexstar and Tegna. The manager continues to exploit passive index blindspots by investing in s/mid-cap consumer staples with >12% free cash flow yields.
Long Cast Advisers exploits extreme inefficiencies in the under-researched small-cap space through a concentrated, high-conviction portfolio targeting five-year doubles, taking advantage of slow market reactions to positive corporate developments.
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Long Cast Advisers exploits extreme inefficiencies in the under-researched small-cap space through a concentrated, high-conviction portfolio targeting five-year doubles, taking advantage of slow market reactions to positive corporate developments.
