Investor Letters
Exclusive Insights
Strubel December Letter To Investors: Is AI A Bubble? Key Risk To Watch For
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Macy’s Debt Leads DG Capital To Best Month Since May
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Alluvial Up 36% YTD With Gains On Zegona Communications
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Crossroads Capital Up 12% In November, 51% YTD
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Despite Google Gains, WHG Global Has Rough November On AI Bets; Still Up 40% YTD
Commentaries
Despite Rough November Amid AI Unwind RPD Opportunity Fund Up 35% YTD
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Walleye Opportunities Fund Returns 1.5% for November, Led By Quant Strategies
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Green Ash Horizon Fund Soars 38% YTD With Gains On AI Bets
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RPD Fortress Hits 9% YTD With 33 Out Of 34 Positive Months Since Launch
Commentaries
Generation PMCA Q3 2025 Commentary: Long Live Value Investing
Commentaries
Hayden Capital Q3 2025 Commentary
Commentaries
Long Cast Advisers Q3 2025 Commentary
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Brummer Multi-Strategy Delivers Up 4% In October As Long/Short Equity Defies Headwinds
Commentaries
SaltLight Capital Q3 2025 Commentary
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Two Sigma Diversified Fund Hits Q3 Headwinds With -0.7% Loss Due To Healthcare And Financials
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Q3 Rally Lifts YTD Noster Capital Returns To 7.8% And $100M AUM
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Aletheia Powers Ahead With 71% YTD Return
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Gardner Lewis Sees Best M&A Market Since Financial Crisis
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