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.
ServeTheHome (Axautik Group) outlines its Q4 2025 operational milestones and expanded monetization through analyst research ahead of major 2026 hardware launches.
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ServeTheHome (Axautik Group) outlines its Q4 2025 operational milestones and expanded monetization through analyst research ahead of major 2026 hardware launches.
Bristlemoon Global Fund generated a 5.0% net return in Q3 2025, deploying capital into out-of-favor quality giants like ASML, Alphabet, and Synopsys, while standing firmly behind a hard-hit top holding, PAR Technology.
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Bristlemoon Global Fund generated a 5.0% net return in Q3 2025, deploying capital into out-of-favor quality giants like ASML, Alphabet, and Synopsys, while standing firmly behind a hard-hit top holding, PAR Technology.
Harding Loevner outperformed in Q3 2025 by emphasizing financially robust compounders with deep competitive moats, successfully dodging margin-destroying price wars while trimming weaker regional competitors.
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Harding Loevner outperformed in Q3 2025 by emphasizing financially robust compounders with deep competitive moats, successfully dodging margin-destroying price wars while trimming weaker regional competitors.
Mar Vista's U.S. Quality strategy posted an impressive 12.40% net return in Q2 2025, beating benchmarks thanks to AI leaders, while proactively trimming selected positions and warning of a volatile, tariff-pressured second half.
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Mar Vista's U.S. Quality strategy posted an impressive 12.40% net return in Q2 2025, beating benchmarks thanks to AI leaders, while proactively trimming selected positions and warning of a volatile, tariff-pressured second half.