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.
Maran Capital delivered 16% net returns in 2024 through concentrated small-cap value investing with activist engagement. The fund completed its first major activism success with SLGD generating 3.7x returns. Current focus includes APi Group with upcoming catalysts, deeply discounted Correios de Portugal sum-of-the-parts opportunity, and fortress balance sheet Clarus Corp trading at significant discount to private market value.
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Maran Capital delivered 16% net returns in 2024 through concentrated small-cap value investing with activist engagement. The fund completed its first major activism success with SLGD generating 3.7x returns. Current focus includes APi Group with upcoming catalysts, deeply discounted Correios de Portugal sum-of-the-parts opportunity, and fortress balance sheet Clarus Corp trading at significant discount to private market value.
