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.
Airlie Small Companies Fund remains focused on long-term quality compounders over market timing, highlighting a significant portfolio upweight in Sigma Healthcare (merged with Chemist Warehouse) and expressing confidence in the mispriced small-cap universe.
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Airlie Small Companies Fund remains focused on long-term quality compounders over market timing, highlighting a significant portfolio upweight in Sigma Healthcare (merged with Chemist Warehouse) and expressing confidence in the mispriced small-cap universe.
Zeno Equity Partners rejects benchmark-chasing and traditional risk metrics, choosing instead to focus on a concentrated portfolio of resilient, high-quality compounders built to survive over an infinite horizon.
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Zeno Equity Partners rejects benchmark-chasing and traditional risk metrics, choosing instead to focus on a concentrated portfolio of resilient, high-quality compounders built to survive over an infinite horizon.
