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.
Smoak Capital returned 32.4% in 2024 by exploiting structural mispricings in small-cap special situations. Avoidant of AI market hype, the fund focuses on concentrated positions in deeply undervalued businesses undergoing margin expansion, debt reduction, or corporate restructurings, such as QEP and FILA.
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Smoak Capital returned 32.4% in 2024 by exploiting structural mispricings in small-cap special situations. Avoidant of AI market hype, the fund focuses on concentrated positions in deeply undervalued businesses undergoing margin expansion, debt reduction, or corporate restructurings, such as QEP and FILA.
