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.
Deep Sail Capital achieved a strong 34.8% net return for FY 2025, outperforming its benchmarks. The manager warns of upcoming economic turbulence and eventual stagflation under 'run it hot' fiscal policies, while maintaining high-conviction exposure to high-margin growth small caps like Sanuwave.
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Deep Sail Capital achieved a strong 34.8% net return for FY 2025, outperforming its benchmarks. The manager warns of upcoming economic turbulence and eventual stagflation under 'run it hot' fiscal policies, while maintaining high-conviction exposure to high-margin growth small caps like Sanuwave.