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.
Olesen Value Fund is a concentrated, bottom-up global value fund focusing on neglected micro-caps and contrarian equities, delivering 13.1% annualized net returns since 2008 with an investor-friendly 0% management / 20% performance fee structure.
Full Quick Take
Olesen Value Fund is a concentrated, bottom-up global value fund focusing on neglected micro-caps and contrarian equities, delivering 13.1% annualized net returns since 2008 with an investor-friendly 0% management / 20% performance fee structure.
Olesen Value Fund is an unconstrained, concentrated long-only global value fund focusing on neglected micro-caps and contrarian opportunities. It has generated an impressive 13.2% net annualized return since 2008.
Full Quick Take
Olesen Value Fund is an unconstrained, concentrated long-only global value fund focusing on neglected micro-caps and contrarian opportunities. It has generated an impressive 13.2% net annualized return since 2008.
A concentrated, long-only value fund focused on neglected micro-caps and deep-value contrarian situations. Under a 0% management / 20% performance fee structure, it has outperformed global equities since 2008.
Full Quick Take
A concentrated, long-only value fund focused on neglected micro-caps and deep-value contrarian situations. Under a 0% management / 20% performance fee structure, it has outperformed global equities since 2008.
Hertford Capital delivered benchmark-beating results in Q4 and rebranded under sole manager Marc Bräutigam. Backed by cheap small-cap valuations and M&A tailwinds, the firm targets a massive >50% portfolio upside over the next 12-18 months.
Full Quick Take
Hertford Capital delivered benchmark-beating results in Q4 and rebranded under sole manager Marc Bräutigam. Backed by cheap small-cap valuations and M&A tailwinds, the firm targets a massive >50% portfolio upside over the next 12-18 months.
