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.
Ironvine leveraged sentiment-driven semiconductor weakness to establish key stakes in ASML, TSMC, and Applied Materials, while core holdings like Amphenol and HEICO delivered robust operational growth in 2025.
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Ironvine leveraged sentiment-driven semiconductor weakness to establish key stakes in ASML, TSMC, and Applied Materials, while core holdings like Amphenol and HEICO delivered robust operational growth in 2025.
The Invesco Small Cap Value Fund outperformed in Q4 2025 by leveraging market volatility to acquire high-conviction, bottom-up ideas at attractive discounts to intrinsic value.
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The Invesco Small Cap Value Fund outperformed in Q4 2025 by leveraging market volatility to acquire high-conviction, bottom-up ideas at attractive discounts to intrinsic value.
The Artisan Small Cap Fund navigated a challenging, low-quality-driven Q3 market by aggressively purging underperforming software names and redeploying capital into robust secular stories in healthcare and AI physical infrastructure.
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The Artisan Small Cap Fund navigated a challenging, low-quality-driven Q3 market by aggressively purging underperforming software names and redeploying capital into robust secular stories in healthcare and AI physical infrastructure.
The Invesco Small Cap Value Fund outperformed its benchmark in Q2 2025, capitalizing on market volatility to purchase undervalued small-caps with robust long-term upside to intrinsic value.
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The Invesco Small Cap Value Fund outperformed its benchmark in Q2 2025, capitalizing on market volatility to purchase undervalued small-caps with robust long-term upside to intrinsic value.
