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.
Driven by strong gains in information technology and health care holdings like Paycom Software, while initiating new positions in Meta Platforms and Rocket Companies.
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Driven by strong gains in information technology and health care holdings like Paycom Software, while initiating new positions in Meta Platforms and Rocket Companies.
Burke Wealth Management remains highly optimistic for 2026, viewing current AI infrastructure spending as fundamentally backed by immediate compute demand rather than speculative bubble dynamics, while actively reallocating capital from vulnerable software apps to platform.
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Burke Wealth Management remains highly optimistic for 2026, viewing current AI infrastructure spending as fundamentally backed by immediate compute demand rather than speculative bubble dynamics, while actively reallocating capital from vulnerable software apps to platform.
Shifting its AI focus toward undervalued Asian semiconductor leaders like SK Hynix and Ebara while taking advantage of selective credit distress in subprime auto and structured ABS.
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Shifting its AI focus toward undervalued Asian semiconductor leaders like SK Hynix and Ebara while taking advantage of selective credit distress in subprime auto and structured ABS.