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.
Smoak Capital returned 10.6% in 1H 2025, beating the S&P 500, as the manager aggressively targets deeply undervalued international small-caps, notably in Japan and Italy (FILA), while shifting away from volatile US markets.
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Smoak Capital returned 10.6% in 1H 2025, beating the S&P 500, as the manager aggressively targets deeply undervalued international small-caps, notably in Japan and Italy (FILA), while shifting away from volatile US markets.
