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 DKCI Fund rose 9.36% in June, driven by strong operational progress across its high-growth, tariff-resilient core holdings, setting up a robust outlook for the remainder of 2025.
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The DKCI Fund rose 9.36% in June, driven by strong operational progress across its high-growth, tariff-resilient core holdings, setting up a robust outlook for the remainder of 2025.
RAM returned 6.11% in 2Q25 and has actively deployed defensive cash into high-conviction SMID value opportunities, anticipating a major market rotation away from large-cap tech.
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RAM returned 6.11% in 2Q25 and has actively deployed defensive cash into high-conviction SMID value opportunities, anticipating a major market rotation away from large-cap tech.
The Longleaf Partners Global Fund returned 10.50% in 2Q25, slightly trailing the benchmark but offering strong margin of safety with a P/V in the high-50s% and active management addressing market dislocations.
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The Longleaf Partners Global Fund returned 10.50% in 2Q25, slightly trailing the benchmark but offering strong margin of safety with a P/V in the high-50s% and active management addressing market dislocations.
Miller/Howard is tactically repositioning its infrastructure portfolio to capture massive data center-driven natural gas demand while actively reducing exposure to oil beta and regulatory headwinds.
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Miller/Howard is tactically repositioning its infrastructure portfolio to capture massive data center-driven natural gas demand while actively reducing exposure to oil beta and regulatory headwinds.
