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.
Focus Capital Management delivered a strong 28.5% return in Q2 2025, driven by diversified gains and a major positive ruling in its Burford Capital investment. Additionally, the manager introduces a case study on rejecting Peloton during its IPO, reinforcing their valuation-disciplined investment approach.
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Focus Capital Management delivered a strong 28.5% return in Q2 2025, driven by diversified gains and a major positive ruling in its Burford Capital investment. Additionally, the manager introduces a case study on rejecting Peloton during its IPO, reinforcing their valuation-disciplined investment approach.
