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.
The Hurdle Rate Unit Trust navigated a volatile March 2025, returning -2.1% but maintaining its strong 12.6% p.a. inception track record. The manager aggressively optimized the portfolio, exiting lower-conviction holdings Litigation Capital Management and COG Financial Services to fund high-quality, predictable new investments in Robot Payment and Sylogist.
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The Hurdle Rate Unit Trust navigated a volatile March 2025, returning -2.1% but maintaining its strong 12.6% p.a. inception track record. The manager aggressively optimized the portfolio, exiting lower-conviction holdings Litigation Capital Management and COG Financial Services to fund high-quality, predictable new investments in Robot Payment and Sylogist.