The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 12, 2026
During the third quarter of 2026, the Focused Growth Composite delivered a net return of +10.9%, substantially outperforming the S&P 500 Total Return Index benchmark gain of +2.3%. Year-to-date, the strategy has generated a +20.1% net return compared to +12.7% for the benchmark index. The fund maintained its fully invested equity posture, targeting a concentrated portfolio of 18 to 25 high-quality secular growth businesses while actively reallocating capital among individual positions. From a macroeconomic perspective, management anticipates a benign legislative environment post-2026 midterm elections, viewing prospective governmental gridlock as historically positive for public equities. However, the firm is tracking growing political pushback against data center development across key states, citing utility constraints and localized economic friction. Concurrently, enterprise software experienced a sharp valuation rebound as enterprises increasingly recognized that application software layers serve as critical, secure middleware harnesses orchestrating frontier AI models alongside proprietary data. Portfolio activity was marked by a disciplined rotation into accelerated AI infrastructure and software leaders. The manager completely liquidated Salesforce following a post-earnings surge due to sluggish 7% to 8% organic revenue growth, and trimmed CrowdStrike back to its 5% target weighting following strong appreciation. Reallocated capital funded a new 3% initiation in Palantir, capitalizing on hyper-growth across its commercial and government AI operating systems, alongside a new position in Amphenol to capture secular server interconnect demand.
Invest in a concentrated portfolio of high-quality large-cap companies operating in attractive industries with superior long-term secular growth profiles and widening competitive moats.
The manager remains optimistic for continued equity strength through the end of 2026, driven by exceptional fundamental earnings growth and the transition of the artificial intelligence cycle from pure infrastructure buildout to high-margin applications. Burke Wealth Management anticipates that historical post-midterm seasonal patterns and solid corporate results will continue to support outperformance in concentrated secular growth assets.
High Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
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Top Conviction Themes
Key Catalysts
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