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 fund delivered a 3.4% return in Q2 2025, slightly lagging its benchmark due to early-quarter tariff volatility, but benefited from a powerful wave of corporate M&A and a budding recovery in UK small and mid-cap stocks.
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The fund delivered a 3.4% return in Q2 2025, slightly lagging its benchmark due to early-quarter tariff volatility, but benefited from a powerful wave of corporate M&A and a budding recovery in UK small and mid-cap stocks.