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.
Fawkes Capital achieved a 12.1% return in September 2025 by taking profits on antimony and riding Google's AI growth. They are steering clear of frothy US small-cap bubbles to focus on the semiconductor memory supercycle and fast-deployment power generation plays like Liberty Energy.
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Fawkes Capital achieved a 12.1% return in September 2025 by taking profits on antimony and riding Google's AI growth. They are steering clear of frothy US small-cap bubbles to focus on the semiconductor memory supercycle and fast-deployment power generation plays like Liberty Energy.
