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.
Arnott Capital delivered an 11.22% net return in 2025, driven by gains in Softbank and aerospace. Entering 2026, they are highly constructive on South Korean corporate reforms and are initiating shorts against viral consumer fads.
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Arnott Capital delivered an 11.22% net return in 2025, driven by gains in Softbank and aerospace. Entering 2026, they are highly constructive on South Korean corporate reforms and are initiating shorts against viral consumer fads.
Platinum Asset Management is positioned cautiously on US mega-cap tech due to tariff and valuation risks, choosing instead to overweight contrarian structural opportunities in South Korea, European financials, and AI-driven energy enablers.
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Platinum Asset Management is positioned cautiously on US mega-cap tech due to tariff and valuation risks, choosing instead to overweight contrarian structural opportunities in South Korea, European financials, and AI-driven energy enablers.
