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 JDP Survivor & Thriver Fund gained 12.8% in Q3 2025, driven by its 25% China allocation and Tesla. Manager Jeremy Deal remains highly constructive, arguing that historically high levels of investor pessimism represent a prime buying opportunity.
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The JDP Survivor & Thriver Fund gained 12.8% in Q3 2025, driven by its 25% China allocation and Tesla. Manager Jeremy Deal remains highly constructive, arguing that historically high levels of investor pessimism represent a prime buying opportunity.
Prosper Stars & Stripes posted a strong +9.6% net return in Q2 2025, showing active long outperformance and maintaining a constructive outlook bolstered by tax incentives and pending rate cuts.
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Prosper Stars & Stripes posted a strong +9.6% net return in Q2 2025, showing active long outperformance and maintaining a constructive outlook bolstered by tax incentives and pending rate cuts.
Patient Capital's Opportunity Equity Strategy achieved a 25.23% net return in 2024, capitalizing on a late-year rally. The fund remains constructive on the ongoing technological revolution while actively rotating capital away from high-flying cyclicals into neglected pockets of deep value, healthcare, and energy.
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Patient Capital's Opportunity Equity Strategy achieved a 25.23% net return in 2024, capitalizing on a late-year rally. The fund remains constructive on the ongoing technological revolution while actively rotating capital away from high-flying cyclicals into neglected pockets of deep value, healthcare, and energy.
