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.
Focus Wealth Management preserved and grew client capital in Q3 2026 by fading narrow mega-cap AI momentum, deploying into beaten-down blue chips like McDonald's at 19x earnings, and monetizing Jamieson Wellness via a 37% premium cash buyout.
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Focus Wealth Management preserved and grew client capital in Q3 2026 by fading narrow mega-cap AI momentum, deploying into beaten-down blue chips like McDonald's at 19x earnings, and monetizing Jamieson Wellness via a 37% premium cash buyout.
LVS Advisory launched a Levered Event-Driven strategy to capitalize on positive M&A trends, while its Growth Portfolio underperformed in 2025 due to a Q4 sell-off in Netflix and the liquidation of its software holdings over AI concerns.
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LVS Advisory launched a Levered Event-Driven strategy to capitalize on positive M&A trends, while its Growth Portfolio underperformed in 2025 due to a Q4 sell-off in Netflix and the liquidation of its software holdings over AI concerns.
Focus Wealth Management remains highly cautious of overextended market valuations and extreme AI-driven concentration, opting instead to anchor portfolios in high-quality, cash-generative, and overlooked value opportunities.
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Focus Wealth Management remains highly cautious of overextended market valuations and extreme AI-driven concentration, opting instead to anchor portfolios in high-quality, cash-generative, and overlooked value opportunities.
Provident Financial Planning advises a highly disciplined, diversified investment strategy focused on risk management as the stock market enters 2026 near all-time highs.
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Provident Financial Planning advises a highly disciplined, diversified investment strategy focused on risk management as the stock market enters 2026 near all-time highs.
Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt.
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Packer & Co remains extremely cautious of the market's tech-driven rally, warning of an impending recession driven by aggressive rate hikes and record sovereign debt.