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 Seafarer Overseas Value Fund gained 3.00% in Q1 2026, outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings. The manager continues to rotate out of saturated utilities into capital-light compounders with high earnings visibility.
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The Seafarer Overseas Value Fund gained 3.00% in Q1 2026, outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings. The manager continues to rotate out of saturated utilities into capital-light compounders with high earnings visibility.
