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.
The fund underperformed the benchmark in Q2 2025, returning 9.65% vs 11.99%. Despite short-term lag, the managers maintain a constructive EM stance supported by attractive valuations and technological catalysts.
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The fund underperformed the benchmark in Q2 2025, returning 9.65% vs 11.99%. Despite short-term lag, the managers maintain a constructive EM stance supported by attractive valuations and technological catalysts.