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.
Sandon Capital Activist Fund returned 8.6% in December 2023, boosted by corporate activism and small-cap M&A momentum. Core gains were driven by A2B's buyout agreement, Coventry Group's EBITDA expansion, and legacy resolutions at Magellan. Sandon sees a highly fertile opportunity set in small and micro-cap equities heading into 2024.
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Sandon Capital Activist Fund returned 8.6% in December 2023, boosted by corporate activism and small-cap M&A momentum. Core gains were driven by A2B's buyout agreement, Coventry Group's EBITDA expansion, and legacy resolutions at Magellan. Sandon sees a highly fertile opportunity set in small and micro-cap equities heading into 2024.
