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.
Despite trailing concentrated benchmarks in 2025, Edgewood's high-conviction 22-stock portfolio generated an outstanding ~27% average EPS growth, building a powerful 'stored alpha' coiled spring poised to drive gains as market leadership broadens.
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Despite trailing concentrated benchmarks in 2025, Edgewood's high-conviction 22-stock portfolio generated an outstanding ~27% average EPS growth, building a powerful 'stored alpha' coiled spring poised to drive gains as market leadership broadens.
