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 London Company Income Equity portfolio returned 4.5% net in Q2 2025, outperforming its value benchmark. Management is adopting a cautious posture due to rising tariff risks and decelerating growth, shifting capital into high-quality and defensive positions.
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The London Company Income Equity portfolio returned 4.5% net in Q2 2025, outperforming its value benchmark. Management is adopting a cautious posture due to rising tariff risks and decelerating growth, shifting capital into high-quality and defensive positions.
