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.
LHC Capital High Conviction Fund returned 4.8% net in the June 2026 quarter, outperforming benchmarks as core technology holdings Pro Medicus, Life360, and TechnologyOne rebounded on record commercial execution. The fund exploits wide share-price dispersion, capitalizing on market misperceptions regarding artificial intelligence risks to own cash-generative franchises with strong recurring revenue and pricing power.
Full Quick Take
LHC Capital High Conviction Fund returned 4.8% net in the June 2026 quarter, outperforming benchmarks as core technology holdings Pro Medicus, Life360, and TechnologyOne rebounded on record commercial execution. The fund exploits wide share-price dispersion, capitalizing on market misperceptions regarding artificial intelligence risks to own cash-generative franchises with strong recurring revenue and pricing power.
Longleaf Partners International Fund delivered a strong 14.89% return in Q2, outperforming its benchmark by capturing a performance reversal driven by solid company fundamentals. The manager initiated three new value positions and exited Naver due to long-term AI-related search disruption risks.
Full Quick Take
Longleaf Partners International Fund delivered a strong 14.89% return in Q2, outperforming its benchmark by capturing a performance reversal driven by solid company fundamentals. The manager initiated three new value positions and exited Naver due to long-term AI-related search disruption risks.
