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.
Longleaf Partners underperformed in 2025 with a 2.93% return as they avoided momentum-chasing, but they are highly confident heading into 2026 with a low-leverage, defensive portfolio supported by a 45% allocation to cash and stable, cash-generative growers.
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Longleaf Partners underperformed in 2025 with a 2.93% return as they avoided momentum-chasing, but they are highly confident heading into 2026 with a low-leverage, defensive portfolio supported by a 45% allocation to cash and stable, cash-generative growers.
