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.
Right Tail Capital experienced a flat 2025 (+0.34% before fees) as it avoided high-flying speculative AI stocks, but the manager remains highly confident in his patient, active strategy of buying deeply mispriced compounders like Alphabet and Constellation Software.
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Right Tail Capital experienced a flat 2025 (+0.34% before fees) as it avoided high-flying speculative AI stocks, but the manager remains highly confident in his patient, active strategy of buying deeply mispriced compounders like Alphabet and Constellation Software.
Compound Everyday Capital reports strong 17.3% YTD NAV growth while holding 20% cash, maintaining a disciplined, Neutral posture against a backdrop of elevated market valuations and impending US tariff risks.
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Compound Everyday Capital reports strong 17.3% YTD NAV growth while holding 20% cash, maintaining a disciplined, Neutral posture against a backdrop of elevated market valuations and impending US tariff risks.
The fund dipped 1.4% in the month but continues to compound at 16.0% since inception. The manager divested Sylogist for Netfonds and remains highly constructive on Elixirr's recent acquisition and Asiro's deep value opportunity.
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The fund dipped 1.4% in the month but continues to compound at 16.0% since inception. The manager divested Sylogist for Netfonds and remains highly constructive on Elixirr's recent acquisition and Asiro's deep value opportunity.
