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.
Black Bear experienced a challenging Q2 2025 due to short-book headwinds, but remains highly constructive on its concentrated value longs, citing massive FCF yields and upcoming hard catalysts.
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Black Bear experienced a challenging Q2 2025 due to short-book headwinds, but remains highly constructive on its concentrated value longs, citing massive FCF yields and upcoming hard catalysts.
