Top 5
letters
Lancaster Absolute Return Fund Posts 12.7% 2025 Return Despite Nvidia & Blue Owl Short Loses: Q4 2025 Letter
profiles
Katamaran Capital CIO Priya Kodeeswaran (Ex-Man Group & Millennium) Sees A New Level Of Picks-And-Shovels Trade For AI Coming Into Focus [In-Depth Interview]
letters
The Story Of Danaher, The Poster Child For A Company With An Owner Mindset
foundations
Inside Philippe Laffont’s $226M Allocation: Heavy Exposure To His Own Coatue Funds
letters
Kerrisdale Capital Delivers 11.2% Return In Q4 And 2025 Return Of 26.1%; Highlights These Three Shorts In AI & Crypto
Headline
Best of Hedge Fund Alpha
conferences
2025 Sohn Hong Kong Conference [100 Page PDF Report]
conferences
2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]
conferences
Balyasny’s Stephen Schurr at CSIC: These Three Popular Shorts Are Better Longs
strategies
Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps
Premium Articles
letters
Greenlight Masters FoF Up Over 30% In 2025 With Gains From Hedge Funds Helikon, Extract Capital And Tyro Partners
profiles
Bilbel Capital Explains Their Sky-high Returns, Concentrated Bets [Updated]
letters
WHG Global LB Fund Up 43% In 2025, With Gains On SK Hynix And SpaceX Rival
