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.
Jemekk returned 1.1% in Q2 as hedging costs and gold weakness offset gains from Defence, Healthcare, and Telecom holdings. The fund maintains 72% net long with 18% in precious metals, positioned for Fed rate cuts in 2027 to revive the resource trade. New position Extendicare capitalizes on senior care demographics. Managers watch AI-capex sustainability closely while expecting H2 to mirror Q1's resource-friendly environment.
Full Quick Take
Jemekk returned 1.1% in Q2 as hedging costs and gold weakness offset gains from Defence, Healthcare, and Telecom holdings. The fund maintains 72% net long with 18% in precious metals, positioned for Fed rate cuts in 2027 to revive the resource trade. New position Extendicare capitalizes on senior care demographics. Managers watch AI-capex sustainability closely while expecting H2 to mirror Q1's resource-friendly environment.
Ghosh Capital posted a strong 17.3% return in Q2 2025 by actively deploying cash during April's tariff-scare drawdown and focusing on highly discounted international compounders like MDA Space.
Full Quick Take
Ghosh Capital posted a strong 17.3% return in Q2 2025 by actively deploying cash during April's tariff-scare drawdown and focusing on highly discounted international compounders like MDA Space.
