Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>Bonhoeffer Fund's commentary for the second quarter ended June 30, 2026.</li><li>Dear Partner, Throughout the first six months of 2026, Bonhoeffer Fund 1) continued to sell slower-growth firms, 2) purchased durable, faster-growing firms in temporarily depressed sectors and 3) identified similar opportunities in new industries.</li><li>One ideal way to manage a portfolio is to invest in a set of potential investment winners, let the market work, retain the firms that maintain or increase return on invested capital (“RoIC”), and replace lagging investments with new potential investment winners.</li></ul>

Bonhoeffer Fund's commentary for the second quarter ended June 30, 2026.Dear Partner, Throughout the first six months of 2026, Bonhoeffer Fund 1) continued to sell slower-growth firms, 2) purchased durable, faster-growing firms in temporarily depressed sectors and 3) identified similar opportunities in new industries.One ideal way to manage a portfolio is to invest in a set of potential investment winners, let the market work, retain the firms that maintain or increase return on invested capital (“RoIC”), and replace lagging investments with new potential investment winners.

United States

Asbury Automotive Group Inc. is an automotive retailer operating franchises and dealership locations in the United States.  The Company offers new and used vehicles and related financing and insurance, vehicle maintenance and repair services, replacement parts, and service contracts.  Asbury's dealerships are primarily either luxury or mid-line import brands.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Asbury Automotive (ABG US)

Bonhoeffer Fund Q2 2026 Commentary

One ideal way to manage a portfolio is to invest in a set of potential investment winners, let the market work, retain the firms that maintain or...

Hedge Fund Alpha

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)