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.
RAM Smid composite generated strong returns in Q4 2025 and outperformed its benchmark. The firm anticipates a major rotation from overvalued large-cap tech into underappreciated SMID value names, where they continue to actively deploy capital.
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RAM Smid composite generated strong returns in Q4 2025 and outperformed its benchmark. The firm anticipates a major rotation from overvalued large-cap tech into underappreciated SMID value names, where they continue to actively deploy capital.
Outperforming the benchmark by 2.1% due to strong health care rotation and non-Mag7 tech stock gains, despite headwinds from software and defensive positions.
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Outperforming the benchmark by 2.1% due to strong health care rotation and non-Mag7 tech stock gains, despite headwinds from software and defensive positions.