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.
Osterweis Opportunity Fund outperformed its benchmark in Q4 2025 but lagged for the full year after avoiding speculative meme stocks. The manager is highly constructive on a return to fundamental-driven investing in 2026.
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Osterweis Opportunity Fund outperformed its benchmark in Q4 2025 but lagged for the full year after avoiding speculative meme stocks. The manager is highly constructive on a return to fundamental-driven investing in 2026.
Crescat Celebrates 5 funds ranking in Preqin's top 10 for 2025, driven by structural commodity shortages and a secular rotation out of overvalued mega-cap tech.
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Crescat Celebrates 5 funds ranking in Preqin's top 10 for 2025, driven by structural commodity shortages and a secular rotation out of overvalued mega-cap tech.
The BlackRock Advantage Global Fund outperformed in Q4 2025 with a 3.75% return, leveraging systematic macro-thematic insights to successfully navigate technology and financials positioning.
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The BlackRock Advantage Global Fund outperformed in Q4 2025 with a 3.75% return, leveraging systematic macro-thematic insights to successfully navigate technology and financials positioning.
