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.
Palm Harbour Capital delivered a 1.57% return in Q3 2025, maintaining a cautious stance on expensive US AI mega-caps while finding massive deep value in international SMID caps trading at a 9.1x P/E with 91% upside to NAV.
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Palm Harbour Capital delivered a 1.57% return in Q3 2025, maintaining a cautious stance on expensive US AI mega-caps while finding massive deep value in international SMID caps trading at a 9.1x P/E with 91% upside to NAV.
