Welcome to the third edition of The Bird’s Eye, Peregrine Capital’s bi-annual newsletter where we share our views and news about our business, our funds, and why hedge funds should form part of a growing and diversified investment portfolio. In addition, we will share our perspective of the first quarter of 2023, following on from our review of 2022 which we shared with you in January in our annual 2022 Investor Letter.
Investor Communications
2026 Semi-Annual Investor Letter
From the US-Iran conflict to the AI capex cycle, our semi-annual letter sets out how the funds were positioned through a demanding first half, and why the market is underestimating the returns on AI investment, and where we see opportunity from here.
- brochure
- 5 min read
- 22 July 2026
Investor Communications
2025 Annual Investor Letter
In this Annual Investor Letter, we reflect on the market forces that shaped performance, the opportunities we captured, and how we are positioning portfolios to continue delivering consistent, resilient returns in an increasingly complex global environment.
- brochure
- 5 min read
- 27 January 2026
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