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.
Tweedy, Browne posted solid absolute performance in 2025 but remains cautious, warning that high US valuations and AI-driven speculation will eventually lead to permanent capital losses.
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Tweedy, Browne posted solid absolute performance in 2025 but remains cautious, warning that high US valuations and AI-driven speculation will eventually lead to permanent capital losses.
RDCP is shifting from a leverage-heavy acquisition model to a disciplined, permanent-capital framework (RDCP 2.0) that prioritizes high-quality recurring revenue businesses. In 2025, the firm successfully expanded its portfolio with key healthcare and pet food acquisitions, growing its enterprise value to $650 million.
Full Quick Take
RDCP is shifting from a leverage-heavy acquisition model to a disciplined, permanent-capital framework (RDCP 2.0) that prioritizes high-quality recurring revenue businesses. In 2025, the firm successfully expanded its portfolio with key healthcare and pet food acquisitions, growing its enterprise value to $650 million.
