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 Growth Equity finished Q3 2025 up +3.93% net, trailing the index but staying ahead YTD. The fund actively rotated away from AI hardware (exiting NVIDIA) into software optionality names like SailPoint to dodge narrow AI predictions.
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NZS Growth Equity finished Q3 2025 up +3.93% net, trailing the index but staying ahead YTD. The fund actively rotated away from AI hardware (exiting NVIDIA) into software optionality names like SailPoint to dodge narrow AI predictions.
