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.
Ennismore delivered steady +2.6% gains in Q2 2025, supported by strong UK small-cap longs like Costain, while navigating painful but disciplined short book closures. The manager highlights Whitbread as a high-conviction deep value opportunity trading at a massive discount to its real estate asset value.
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Ennismore delivered steady +2.6% gains in Q2 2025, supported by strong UK small-cap longs like Costain, while navigating painful but disciplined short book closures. The manager highlights Whitbread as a high-conviction deep value opportunity trading at a massive discount to its real estate asset value.
