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Investor Letters
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HCI Boosts Khrom Capital To 12% YTD; 20% CAGR Returns Since 2008
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GDS Investments July 2025 Commentary
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Tariffs, Yields, and Opportunity: Pagosa’s Playbook for Global Uncertainty
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Sandon Capital Activist Fund June 2025 Commentary
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Black Bear Value Fund Q2 2025 Commentary
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Ashva Capital Management Q2 2025 Commentary
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Marc Azer’s Two Sigma Gains On Shorts In AI Infrastructure Providers
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DKCI Fund June 2025 Commentary
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Gnomon Alpha Fund June 2025 Commentary – Better Days to Come
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ProChain Capital June 2025 Update
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Kernow Asset Management June 2025 Commentary – RWS Short Closed
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Stanphyl Capital June 2025 Commentary -Tesla Short Leads To 10% YTD Gains
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The Insiders Fund June 2025 Commentary – Up 24% From April
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Contour’s David Meyer Bold Bet – Why This the Most Exciting Market of His Career
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Vltava Fund Q2 2025 Commentary: Ships On The Waves
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RPD Opportunity Fund Posts +5.30% Net Return in June 2025
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WHG Global Long Bias Fund June 2025 Commentary: Gains On Tesla Short
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Thornburg’s Global Edge Up 13.4% YTD
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