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.
McIntyre Partnerships returned 5.6% net in a choppy 2025, but the manager has actively rotated capital into coiled laggards and a massive new holding to position the fund for strong returns in 2026.
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McIntyre Partnerships returned 5.6% net in a choppy 2025, but the manager has actively rotated capital into coiled laggards and a massive new holding to position the fund for strong returns in 2026.
Rowan Street delivered an 11.1% net return in 2025, underperforming the S&P 500, but remains firmly committed to a high-concentration, low-turnover compounding strategy focused on exceptional businesses like Meta, Tesla, and Shopify.
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Rowan Street delivered an 11.1% net return in 2025, underperforming the S&P 500, but remains firmly committed to a high-concentration, low-turnover compounding strategy focused on exceptional businesses like Meta, Tesla, and Shopify.
Longriver posted a solid 5.8% for Q3 (17.8% YTD) while highlighting case studies on Plover Bay Technologies and advocating for letting winners run, alongside warning signs of debt funding creeping into the AI capex cycle.
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Longriver posted a solid 5.8% for Q3 (17.8% YTD) while highlighting case studies on Plover Bay Technologies and advocating for letting winners run, alongside warning signs of debt funding creeping into the AI capex cycle.
