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.
WestEnd Core Strategy gained +3.9% in Q3 2025, keeping performance in-line with the benchmark YTD. The fund rotated capital out of NVIDIA and established new structural 'AI catch-up' positions in AMD, Alibaba, and Baidu to exploit valuation discrepancies.
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WestEnd Core Strategy gained +3.9% in Q3 2025, keeping performance in-line with the benchmark YTD. The fund rotated capital out of NVIDIA and established new structural 'AI catch-up' positions in AMD, Alibaba, and Baidu to exploit valuation discrepancies.
