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 delivered a 1.88% net return in Q2 2026, benefiting from security-specific catalysts including corporate asset sales and SPAC optionality while avoiding macro-driven duration drag. Management remains focused on high-visibility event paths amid surging mega-cap M&A volumes.
Full Quick Take
The Fund delivered a 1.88% net return in Q2 2026, benefiting from security-specific catalysts including corporate asset sales and SPAC optionality while avoiding macro-driven duration drag. Management remains focused on high-visibility event paths amid surging mega-cap M&A volumes.
Rozendal Partners delivered robust outperformance in H1 2025, driven by strong gains in contrarian value holdings, while completing the liquidation of several major multi-year holdings, including their Turkish portfolio.
Full Quick Take
Rozendal Partners delivered robust outperformance in H1 2025, driven by strong gains in contrarian value holdings, while completing the liquidation of several major multi-year holdings, including their Turkish portfolio.
