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.
The Madison Sustainable Equity fund returned 7.09% in Q3, underperforming the S&P 500's 8.12% as strength in AI infrastructure holdings was offset by pullbacks in secular consumer and semiconductor names. The managers eliminated Adobe due to competition but remain highly committed to their core quality-first, bottom-up approach.
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The Madison Sustainable Equity fund returned 7.09% in Q3, underperforming the S&P 500's 8.12% as strength in AI infrastructure holdings was offset by pullbacks in secular consumer and semiconductor names. The managers eliminated Adobe due to competition but remain highly committed to their core quality-first, bottom-up approach.
