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Investor Letters
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Synergos L/S Fund Up 152% In Past Year, 45% CAGR ITD; Discloses New Short Bet
Commentaries
Gains From AI And Argentina Bets Boost WHG LB Fund To 52% YTD
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An Opportunity To Buy The Pullback In The Metals Complex – Crescat Capital
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Since Inception RPD Fortress Fund Has Had Positive 32 Out Of 33 Months; Up 31% YTD
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Third Point Q3 2025 Commentary – Long These Asian AI Stock Plays
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Argosy Investors Q3 2025 Commentary
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Tycho Capital’s Scopia Market Neutral Equity Fund Matches S&P 500 With +2.0% August Gain
Commentaries
Horizon Kinetics Q3 2025 Commentary
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LHC Capital Highlights HUB24, MA Financial, And Life360 As Key Drivers In Q3 Outperformance
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Buckley Capital Q3 2025 Commentary
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Praetorian Capital Q3 2025 Commentary
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Fulcrum Income Fund Delivers Best Month Of 2025 With +3.2% Gain In September
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Boosted By The U.S. Dollar Reversal, Tom Russo Looks For AI In Unusual Places [Q3 Letter In-Depth]
Commentaries
Miller Howard Investments Q3 2025 Commentary
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Alluvial Fund Q3 2025 Commentary
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Laughing Water Capital Q3 2025 Commentary
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Cedar Creek Partners Q3 2025 Commentary
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Deep Sail Capital Q3 2025 Commentary
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