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 fund generated a strong 72.15% return in FY 2025 by navigating a challenging short environment, capitulating on AI infrastructure shorts, and pivoting towards defensive healthcare and high-conviction value longs.
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The fund generated a strong 72.15% return in FY 2025 by navigating a challenging short environment, capitulating on AI infrastructure shorts, and pivoting towards defensive healthcare and high-conviction value longs.
