Commentaries
Investor Letters
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Mittleman Gains On Buys From April Lows
Exclusive Insights
Walleye Opportunities Fund Was Positive for July as Its Realignment Seems to Be Working
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Sir Christopher Hohn’s TCI Won Big with These Stocks [Investor Letter]
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Soroban Capital Adds These Stocks During Q2 [Exclusive]
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Third Point Details New Purchases & Sales [Exclusive Investor Call Details]
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Black Bear Value Partners: Gains On Warrior Met Coal & Tidewater
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Praetorian Capital Q2 2025 Commentary
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Christopher Hohn on Why Alphabet Is His Riskiest Investment [Exclusive]
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WHG Global Long Bias Fund July 2025 Commentary
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RPD Opportunity Fund Posts +4.88% Net Return In July 2025
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Kernow July 2025 Letter: This UK Firm Just Became The Second Biggest Player In A Hot Industry
Exclusive Insights
Soroban Capital – AI Is Changing The World & These Stocks Will Benefit [Exclusive]
Commentaries
GDS Investments August 2025 Commentary
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Half Moon Capital Likes This Energy EPC, Is Short This Medical Equipment Maker
Commentaries
Prochain Capital Up 20% YTD; 40% CAGR Since 2018
Exclusive Insights
Putting Up Impressive Q2 Results, GrizzlyRock Value Is Bullish on This Government Contractor
Commentaries
RPD Fortress Fund Up +0.70% Net In July 2025
Commentaries
Hirschmann Capital Q2 2025 Commentary
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