Investor Letters

Letters through October 1, 2024

1 letter reporting on the period ending October 1, 2024, in each firm's own reckoning.

Vision Capital Fund Vision Capital Fund’s 2024 Day One Investor Letter Vision Capital Fund raised US$6.46 million at launch and plans to deploy most of the capital promptly into high-quality, growing compounders. The fund commits to staying invested through volatility, focusing on business fundamentals and secular trends rather than market timing or macroeconomic forecasts. 2024 Day One —