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.
SouthernSun delivered an 11.52% net return in 3Q2025, driven by strong performance in Brink's and Modine Manufacturing, while initiating a new position in Crane NXT.
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SouthernSun delivered an 11.52% net return in 3Q2025, driven by strong performance in Brink's and Modine Manufacturing, while initiating a new position in Crane NXT.
Nixon Capital marks its 15th anniversary by reaffirming its commitment to a long-term, value-oriented public equity strategy, contrasting younger investors' preference for private markets with the proven power of long-term compounding.
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Nixon Capital marks its 15th anniversary by reaffirming its commitment to a long-term, value-oriented public equity strategy, contrasting younger investors' preference for private markets with the proven power of long-term compounding.
