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.
Despite a challenging Q3 (-9.1% net return), Plural Partners Fund remains highly constructive on its high-conviction small-cap portfolio, which trades at an estimated 43% of 3-year intrinsic value, and has deployed fresh capital into tax-advantaged situations like GCI Liberty.
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Despite a challenging Q3 (-9.1% net return), Plural Partners Fund remains highly constructive on its high-conviction small-cap portfolio, which trades at an estimated 43% of 3-year intrinsic value, and has deployed fresh capital into tax-advantaged situations like GCI Liberty.