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 Mar 31, 2026
During Q1 2026, mid-cap equities delivered positive returns, outperforming large- and small-cap indices. The ClearBridge Mid Cap Strategy, however, underperformed its Russell Midcap Index benchmark due to weakness in IT, health care, and consumer discretionary sectors, which offset robust gains in industrials and consumer staples. The team was highly active during the quarter, restructuring exposure in the consumer discretionary sector by adding five new holdings and exiting one. They remain focused on finding companies that are long-term beneficiaries of secular AI and electrification trends while carefully managing risks associated with geopolitical uncertainty and AI-related business model disruption.
Grounding portfolio construction in selectivity and discipline by focusing on high-quality compounders with strong balance sheets, structural growth, and compelling risk-reward profiles that can perform across multiple economic scenarios.
The path of economic growth, the durability of a recovery across cyclical end markets, and the ultimate impact of AI on business models are all still taking shape, keeping the range of potential outcomes wide.
High Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
Top Conviction Themes
Key Catalysts
Every insight in this database connects to the original source. Read the actual thesis, see the actual concerns, and make your own call.
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