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 posted a solid 9.46% return in Q2 2025, driven by European financials and industrial positions, while maintaining a strong conviction in highly discounted, cash-rich Japanese equities and selective UK opportunities like Conduit Holdings.
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The Fund posted a solid 9.46% return in Q2 2025, driven by European financials and industrial positions, while maintaining a strong conviction in highly discounted, cash-rich Japanese equities and selective UK opportunities like Conduit Holdings.
