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.
EdgePoint's Q2 2025 commentary highlights how a strict focus on the margin of safety and capital structure priority protected investor capital in a Farfetch term loan, generating a 13.7% IRR despite the company's operational distress.
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EdgePoint's Q2 2025 commentary highlights how a strict focus on the margin of safety and capital structure priority protected investor capital in a Farfetch term loan, generating a 13.7% IRR despite the company's operational distress.
