Merion Street Capital Q2 2025 Investor Letter

Merion StreetSmall Cap Fund IWM(Russell 2000) Barclay HedgeFund Index MRCM LengthySolely Giant Cap SPY(S&P 500) AnnualizedSince Inception 15.2% 8.6% 6.2% AnnualizedSince Inception 13.5% 13.4% Q2 2025 3.9% 8.5% 5.1% Q1 2025 8.0% 10.8% 2025 (4.2%) (1.9%) 5.1% 2025 6.0% 2024 17.4% 11.4% 9.4% 2024 32.4% 24.9% 2023 11.5% 16.4% 9.3% 2023 38.7% 25.7% 2022 (8.5%) … Read more

Asia Hedge Fund New Silk Street Shuts After US Investor Pullback

One among Singapore’s longest-running hedge funds, New Silk Street Funding Pte, is shutting down after weak returns and a pullback by US buyers in Asia led to a pointy drop in property. The agency, began by two finance veterans about 16 years in the past, noticed property beneath administration plummet to $615 million as of … Read more

Tata Motors, Tata AutoComp hit a patchy street in FY25 as challenges mount

For Tata Group chairperson N. Chandrasekaran, Tata Motors Ltd has been one of many conglomerate’s standout performers in recent times—rising to 3rd spot in a market dominated by Maruti Suzuki India Ltd and Hyundai Motor India Ltd. In Chandrasekaran’s letter to shareholders as a part of Tata Group’s holding firm Tata Sons’ newest annual report, … Read more