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.
Plural Partners Fund reported a net Q4 return of 5.7% (-0.2% for FY 2025). The manager remains highly confident in a deeply undervalued portfolio trading at 7.7x 3-year forward FCF, highlighting WOSG as a key structural holding and detailing their profitable exit from ContextLogic.
Full Quick Take
Plural Partners Fund reported a net Q4 return of 5.7% (-0.2% for FY 2025). The manager remains highly confident in a deeply undervalued portfolio trading at 7.7x 3-year forward FCF, highlighting WOSG as a key structural holding and detailing their profitable exit from ContextLogic.
