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.
Militia Capital posted 19% Q1 returns through superior multi-manager execution, with individual PMs delivering 23-37% performance. This final hedge fund letter announces a strategic pivot toward building a comprehensive financial services platform featuring AI-powered investing, ETFs, and brokerage services, while promoting top performers to partnership roles.
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Militia Capital posted 19% Q1 returns through superior multi-manager execution, with individual PMs delivering 23-37% performance. This final hedge fund letter announces a strategic pivot toward building a comprehensive financial services platform featuring AI-powered investing, ETFs, and brokerage services, while promoting top performers to partnership roles.
XPEL dominates the Paint Protection Film market with strong competitive moats and secular growth tailwinds. After years of investment, the company is positioned for operating leverage with management targeting margin expansion from 13% to 26% through vertical integration. Trading near historical lows despite improving fundamentals, XPEL offers 100-250% upside potential through FY28.
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XPEL dominates the Paint Protection Film market with strong competitive moats and secular growth tailwinds. After years of investment, the company is positioned for operating leverage with management targeting margin expansion from 13% to 26% through vertical integration. Trading near historical lows despite improving fundamentals, XPEL offers 100-250% upside potential through FY28.
Rowan Street posts a solid +20.4% YTD return, driven by concentrated high-quality compounders, and details its high-conviction reallocation from Spotify into a new 12% stake in Tesla.
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Rowan Street posts a solid +20.4% YTD return, driven by concentrated high-quality compounders, and details its high-conviction reallocation from Spotify into a new 12% stake in Tesla.
