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.
Artisan Mid Cap Fund delivered a solid absolute return in Q2 2025 but underperformed due to its disciplined decision to avoid high-flying benchmark giant Palantir. Management capitalized on macroeconomic volatility to deploy capital into high-quality growth franchises in AI, tech infrastructure, and healthcare.
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Artisan Mid Cap Fund delivered a solid absolute return in Q2 2025 but underperformed due to its disciplined decision to avoid high-flying benchmark giant Palantir. Management capitalized on macroeconomic volatility to deploy capital into high-quality growth franchises in AI, tech infrastructure, and healthcare.
