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 Columbia Seligman Global Technology Fund substantially beat its benchmark in Q4 2025, returning 4.96% against the index's 1.37%, powered by stock selection in semiconductor equipment and targeted positioning in AI-driven energy and storage solutions.
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The Columbia Seligman Global Technology Fund substantially beat its benchmark in Q4 2025, returning 4.96% against the index's 1.37%, powered by stock selection in semiconductor equipment and targeted positioning in AI-driven energy and storage solutions.
Mairs & Power Growth Fund underperformed in 2025 due to its strict avoidance of overvalued AI stocks and operational setbacks in Fiserv and UnitedHealth. The fund remains committed to valuation discipline, utilizing pullbacks to establish new positions in high-quality healthcare compounders Zoetis and Intuitive Surgical.
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Mairs & Power Growth Fund underperformed in 2025 due to its strict avoidance of overvalued AI stocks and operational setbacks in Fiserv and UnitedHealth. The fund remains committed to valuation discipline, utilizing pullbacks to establish new positions in high-quality healthcare compounders Zoetis and Intuitive Surgical.
The Invesco Discovery Fund trailed its benchmark in Q3 2025 due to poor stock selection in Tech and Consumer Discretionary, but the managers remain constructive on growth equities, emphasizing AI hardware and infrastructure.
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The Invesco Discovery Fund trailed its benchmark in Q3 2025 due to poor stock selection in Tech and Consumer Discretionary, but the managers remain constructive on growth equities, emphasizing AI hardware and infrastructure.
