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 Partners III Opportunity Fund returned +5.98% in Q4 2023 and +17.32% for the full year, led by gains in broad tech holdings like Meta Platforms and Amazon. Maintaining a ~90% net long posture, management selectively trimmed strong performers, added to Liberty Broadband, and initiated a new core position in Global Payments.
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The Partners III Opportunity Fund returned +5.98% in Q4 2023 and +17.32% for the full year, led by gains in broad tech holdings like Meta Platforms and Amazon. Maintaining a ~90% net long posture, management selectively trimmed strong performers, added to Liberty Broadband, and initiated a new core position in Global Payments.
