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 Langdon Global Smaller Companies Portfolio declined 0.5% in Q4 2025 (6.9% FY return), displaying strong downside resilience against broader market drawdowns. The manager views current valuations as the most compelling long-term buying opportunity since the firm's 2022 inception.
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The Langdon Global Smaller Companies Portfolio declined 0.5% in Q4 2025 (6.9% FY return), displaying strong downside resilience against broader market drawdowns. The manager views current valuations as the most compelling long-term buying opportunity since the firm's 2022 inception.
