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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.

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<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.

South Korea

Meritz Financial Group Inc is a holding company of Meritz Securities, Meritz Asset Management, Meritz Financial Information Service and et cetera. The Company manages and controls its financial subsidiaries.

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Meritz Financial Group (138040 KS)

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...

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