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.
Liquidating fund holds £33.8 million in assets: Nexon (£24.0 million) and cash (£9.4 million). Management seeks fair Nexon sale opportunity in 2026 after no suitable offers in late 2025. Cash distribution deferred due to small payment amounts and administrative costs. Settlement Scheme remains inactive with no payments since March 2024.
Full Quick Take
Liquidating fund holds £33.8 million in assets: Nexon (£24.0 million) and cash (£9.4 million). Management seeks fair Nexon sale opportunity in 2026 after no suitable offers in late 2025. Cash distribution deferred due to small payment amounts and administrative costs. Settlement Scheme remains inactive with no payments since March 2024.
Longriver Partners Fund underperformed its benchmark in 2025 with a 14.8% return, but maintains high conviction in its quality-focused, concentrated strategy, led by a deep structural thesis on payments network Wise plc.
Full Quick Take
Longriver Partners Fund underperformed its benchmark in 2025 with a 14.8% return, but maintains high conviction in its quality-focused, concentrated strategy, led by a deep structural thesis on payments network Wise plc.
