Exclusive Insights
Investor Letters
Exclusive Insights
Exclusive Insights
Lansdowne’s Developed Markets Fund Up 21.2% YTD; NatWest, BAE & Lloyds Are Top Holdings
Commentaries
RPD Fortress Fund June 2025 Commentary – Up 5.3% YTD On Net Exposure Of 6.8%
Commentaries
Crossroads Capital July 2025 Commentary: What is Value?
Exclusive Insights
“The Big Short” Greg Lippmann Thinks Recession Risk Has Meaningfully Increased
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Chenavri Gains Amid Big Bet On Financial Sector Credit
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Thornburg’s Global Opportunities Fund Beats MSCI ACWI by More Than 7% In Q1 On European Bets
Exclusive Insights
Kerrisdale Capital Up 9% YTD Amid Strong Returns From Seagate And Latin American Holding.
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From Red to Green: Robocap’s Robotics Strategy Delivers a Stellar Turnaround
Commentaries
Goehring & Rozencwajg Q1 2025 Commentary – The Hidden Revival Of Platinum And Palladium
Commentaries
Generation PMCA Q1 2025 Commentary – Strategic Inaction?
Exclusive Insights
Rheinmetall, Siemens Energy Drive Outperformance for Janus Henderson’s European Fund
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Boothbay Positive In May As Multistrat Fund Increase Allocations To Top PMs
Exclusive Insights
“The Big Short” Greg Lippmann Remains Defensive Amid Shaky Credit Markets [Q1 Letter]
Commentaries
Crossroads Capital May 2025 Performance Update
Exclusive Insights
Horizon Equity Up 14% In May As AI Bets Deliver
Commentaries
Howard Marks June 2025 Memo: More on Repealing the Laws of Economics
Commentaries
Mining: The Bedrock of Innovation and Industrial Revival – Crescat Capital
Commentaries
Cable Car Capital 2025 Letter: Long ORKA
Commentaries
