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.
Kathmandu Capital generated an exceptional 45.60% net return in 2025 by capturing AI-infrastructure and 'U.S. vs. China' tension trends, while keeping 35% of assets in cash and gold as a prudent macro hedge.
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Kathmandu Capital generated an exceptional 45.60% net return in 2025 by capturing AI-infrastructure and 'U.S. vs. China' tension trends, while keeping 35% of assets in cash and gold as a prudent macro hedge.
WS Amati Global Innovation Fund capitalized on AI infrastructure and biotech gains in Q4 2025, actively purchasing underpriced growth names like Fabrinet and H.U. Group while defending software, defense, and vision positions amidst short-term volatility.
Full Quick Take
WS Amati Global Innovation Fund capitalized on AI infrastructure and biotech gains in Q4 2025, actively purchasing underpriced growth names like Fabrinet and H.U. Group while defending software, defense, and vision positions amidst short-term volatility.
