Q1 2025 Fund Letters Round-Up ✍️

A curation of the best quarterly letters

Welcome to the 5th edition of the Fund Letters Round-Up newsletter.

It’s exactly what it says on the tin - a curation of quarterly letters from a variety of fund managers.

Not every Q1 letter is released in the first two weeks of April. Visit the Quarterly Letters page on the website to see the latest additions as we continually add them.

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Fund managers sharing their best ideas…

#110 - Xinyu Ru (Fawkes Capital Management)

#109 - Matt Geiger (MJG Capital)

#108 - Alex Feng (Rome Capital)

Hertford Capital : YTD 2.6% / stocks mentioned - Fortnox AB.

LVS Advisory : YTD 0.8% / stocks mentioned - Howard Hughes Corp.