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 Fund returned +14% in Q2 2025, bringing YTD returns to under +1%. The manager remains highly constructive on key idiosyncratic positions including Sable Offshore, Burford Capital, and LifeCore.
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The Fund returned +14% in Q2 2025, bringing YTD returns to under +1%. The manager remains highly constructive on key idiosyncratic positions including Sable Offshore, Burford Capital, and LifeCore.
