Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
NZS Capital navigated Q4 and FY2025 with underperformance tied to its exit of Fiserv and European underweight, but remains focused on shifting capital away from highly-concentrated IT mega-caps into highly-adaptable software platforms and 'left-behind' quality growth compounders.
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NZS Capital navigated Q4 and FY2025 with underperformance tied to its exit of Fiserv and European underweight, but remains focused on shifting capital away from highly-concentrated IT mega-caps into highly-adaptable software platforms and 'left-behind' quality growth compounders.
