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.
Massif Capital achieved an outstanding 50% net return in 2025 through highly concentrated positions in gold and copper. Looking forward, the manager is repositioning for a structural higher-rate regime by expanding from mining into wind power, defense, and specialty chemicals.
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Massif Capital achieved an outstanding 50% net return in 2025 through highly concentrated positions in gold and copper. Looking forward, the manager is repositioning for a structural higher-rate regime by expanding from mining into wind power, defense, and specialty chemicals.
