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Tactile Fund LP

Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings.

Newsletter · By Dave Waters · English · Official site

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Aug 31, 2026
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  1. Issue · Aug 31, 2026

    Q2 Letter to Partners and a Look at Lime (opens the original)

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    I wanted to present our quarterly Tactile Fund letter to partenrs. It has been a quiet year, but I remain extremely excited to own this collection of companies with extraordinary physical assets for the very long run.Tactile Fund LP 2nd Quarter 2026 Letter to PartnersThanks for reading Tactile Fund LP! Sub

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