Q1 2026 Fund Letters Round-Up ✍️

A curation of the best quarterly letters

Welcome to the 9th 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, especially emerging fund managers.

Not every Q1 letter is released in the first few weeks of April. However, below are 49 letters to get stuck into right away.

Visit the Quarterly Letters page on the website to see the latest letters as we continually add them.

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Latest interviews with fund managers sharing their best ideas…

#130 - Andrew Marasco (Matrice Capital) 📗

#129 - Patrick O’Brien (Jackson Peak Capital) 📗

#128 - Dom Wells (Onfolio Holdings Inc) 📗

2026 YTD Performances (measured in USD on 31st March 2026).

S&P 500: -4.33%
Gold Oz: 5%
Bitcoin: -22%

Fund Average: -4.6%

A round-up of the most interesting Q1 2026 fund letters published so far…