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Horizon Equity Up 14% In May As AI Bets Deliver
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Courtenay Special Situations Fund Surges 6.5% in May, Amid Gains On Canada-Listed Merger Arb
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Gramercy Funds Bet On Tax Reform
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Winton’s Macro Fund Hit In April On Long USD Position
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Third Point Dumped New Position AT&T, Trimmed Fortive in May [EXCLUSIVE]
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DG Value Partners Puts Up Strong May Numbers, Led by This Misunderstood Insurer
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ValueAct Capital Slashed Its Stakes in Core Positions Toast, Roblox in Q1
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John Armitage’s Egerton Buys CME; Starts New Position In Large Korean Defense Firm [Q1 Letter]
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Select Equity Group Down 9.3% YTD Amid Defensive Shift And Tariff Volatility
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Tom Russo Not Worried about Berkshire After Buffett’s Exit, And Why Nestle is like Pagoda [Q1 Letter]
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Dividend Powerhouse: Thornburg’s Equity Income Builder Delivers 11% YTD
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Systematica’s Blue Trend Fund Hit by April Storm Down 17.3% YTD; JGB Short Bet Backfires
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Tom Russo’s Semper Vic Continues to Outperform, Warns About FOMO Amid AI Gold Rush [Q1 Letter]
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Lansdowne Partners Is Bullish On Compass holding
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Zeno Equity Partners: What Sets Amazon Apart from Microsoft, Alphabet, Meta and Other Mega-Cap Tech
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Weathering the Storm: Svelland Capital’s Strategic Outlook on Energy and Tankers in 2025 [In-Depth]
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These Are ValueAct Capital’s Top Stock Picks From Q1 2025 [Q1 Letter]
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KKR Backed Catalio Capital Management Sees April Rebound
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