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 Lakehouse Small Companies Fund returned 1.7% in September, utilizing a calmer reporting month to conduct deep research and NZ company visits. Performance was driven by a takeover bid for RPM Global, offset by regulatory pressure on Pinnacle's private credit holdings.
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The Lakehouse Small Companies Fund returned 1.7% in September, utilizing a calmer reporting month to conduct deep research and NZ company visits. Performance was driven by a takeover bid for RPM Global, offset by regulatory pressure on Pinnacle's private credit holdings.
