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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.

Alluvial Fund Q4 2025 Performance

Exclusive Insights

Alluvial Fund Up 42% On Soap, Canned Corn, Mid-Tier Malls And Widgets Distributor

Arquitos Capital Management

Commentaries

Arquitos Capital Q4 Letter: Up 82% In 2025, Details Three Largest Holdings

Resideo Technologies REZI

Spruce Point Issues “Strong Sell” Research Opinion On Resideo Technologies (REZI)

Buckley Capital 2025 Performance

Exclusive Insights

Buckley Capital 2025 Letter: 2.5x Upside For Basic-Fit

GoodHaven Fund Nov 30 2025 Performance

Commentaries

GoodHaven Fund 2025 Annual Letter

Figure 1 COST Blended Forward PE Multiple

Commentaries

Ashva Capital Management 2025 Annual Letter

Long-Term US Dollar Cycle Potential Third Wave

Commentaries

Third Wave Of The US Dollar Cycle – Crescat Capital

Hirschmann Capital

Commentaries

Precious Metal Bets Boost Hirschmann Capital To 175% Return In 2025: Investor Letter

Global ETFs

Markets & Macro

Global ETFs Hit $20 Trillion AUM Milestone

Figure 5 – Earnings Projections Grey Owl Capital Management

Commentaries

Grey Owl Capital Management Q4 2025 Commentary

Commentaries

Crossroads Capital Up 37.7% In 2025, 21.2% CAGR ITD

Copper

Markets & Macro

Copper Hits New High – The Key Drivers And A Look At Investor Demand

Fig. 1 Original In-Sample analysis (January 2000 to November 2022)

Hedge Fund News

Rates Redux: Revisiting The Impact Of Interest Rates On Hedge Funds

Marram Investment Management Historical Performance Returns

Commentaries

Marram Investment Management Q4 2025 Commentary

Carvana DriveTime

Carvana: Bridgecrest And The Undisclosed Transactions And Debts – Gotham City Research

TICO valuation (per share)

Commentaries

Elliott’s Perspectives On Toyota Industries

AST SpaceMobile ASTS

AST SpaceMobile (ASTS): Introducing The SpaceMob – Crossroads Capital

Private Equity Capital Group

Markets & Macro

Private Equity Liquidity Tools: Secondaries And Continuation Vehicles

Smart Money Formidium Fund Name

Markets & Macro

Tap The AI Infrastructure And Energy Beneficiaries: Where The Smart Money Is Investing

Japanese Yen Bank Of Japan

Markets & Macro

Bank Of Japan Monetary Policy Decision – Amova Asset Management

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