Commentaries
Investor Letters
Commentaries
Commentaries
Blue Tower Asset Management Q2 2025 Commentary
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The GoodHaven Fund Q2 2025 Commentary
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Bretton Fund Q2 2025 Commentary
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Miller Howard Investments Q2 2025 Quarterly Report: Will Megacaps Outperform Forever?
Commentaries
Crescat Capital Up 92% YTD On Mining Wins
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This Value Fund Sees Enormous Opportunities In These Small Caps
Commentaries
Alluvial Fund Q2 2025 Commentary
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Grey Owl Capital Management Q2 2025 Commentary
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Arquitos Capital Management Q2 2025 Commentary
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Starvine Capital Q2 2025 Commentary
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Auscap Asset Management June 2025 Commentary
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ValueAct Capital Takes a Deep Dive into Its Theses for Roblox and Rocket
Commentaries
Marram Investment Management Q2 2025 Commentary
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This Hedge Fund Manager Likes Meta – If It Can Put AI Into the Hands of Users
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Paragon L/S Fund Returns 103% In 12 Months Amid Market Headwinds
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ValueAct Capital Adds to Rocket, Dumps These Stocks [Exclusive]
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Gold, Bonds, and Resilience: Navigating Change with the Trojan Fund
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Australian Fund L1 Capital Likes This Local Oil Producer And Homebuilder
Commentaries
