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 fund locked in an extraordinary 98.9% return in 2025 and is capitalizing on its gains by trimming a highly-valued Planet Labs to reallocate capital into attractive opportunities like Thryv and Remitly.
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The fund locked in an extraordinary 98.9% return in 2025 and is capitalizing on its gains by trimming a highly-valued Planet Labs to reallocate capital into attractive opportunities like Thryv and Remitly.
Star Magnolia Capital emphasizes that long-term investment success is driven by structural distance from market noise and high-conviction partnerships with managers. To preserve analytical focus, they terminated four manager relationships in 2025 while rotating capital away from frothy US valuations toward Asia and Europe.
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Star Magnolia Capital emphasizes that long-term investment success is driven by structural distance from market noise and high-conviction partnerships with managers. To preserve analytical focus, they terminated four manager relationships in 2025 while rotating capital away from frothy US valuations toward Asia and Europe.
Stewart Investors has transitioned portfolio management to affiliate FSSA, tilting holdings toward robust cash-generating firms in China while trimming expensive Indian cyclical assets. The firm remains highly optimistic about long-term compounders in Asia, despite short-term market noise around generative AI.
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Stewart Investors has transitioned portfolio management to affiliate FSSA, tilting holdings toward robust cash-generating firms in China while trimming expensive Indian cyclical assets. The firm remains highly optimistic about long-term compounders in Asia, despite short-term market noise around generative AI.
