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.
White Falcon posted a stellar 28.4% return in 2025, leveraging high-conviction value picks. The fund continues to play structured growth (AMD, NU) alongside deeply mispriced cyclical recovery assets like Huntsman Corp.
Full Quick Take
White Falcon posted a stellar 28.4% return in 2025, leveraging high-conviction value picks. The fund continues to play structured growth (AMD, NU) alongside deeply mispriced cyclical recovery assets like Huntsman Corp.
On its 30th anniversary, P&A counsels investors to look past tariff-induced volatility and structural debt risks, emphasizing that a disciplined, diversified strategy in high-quality equities is the only reliable path to long-term success.
Full Quick Take
On its 30th anniversary, P&A counsels investors to look past tariff-induced volatility and structural debt risks, emphasizing that a disciplined, diversified strategy in high-quality equities is the only reliable path to long-term success.
