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.
Next Century Growth Investors achieved exceptional outperformance in the second quarter of 2026 by leveraging its research-driven focus on high-quality growth companies. Driven by accelerating AI infrastructure spending and a powerful small-cap resurgence, the fund's strategies easily outpaced their respective benchmarks. The manager is actively realizing gains from overextended technology holdings and shifting capital into undervalued healthcare and industrial compounders.
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Next Century Growth Investors achieved exceptional outperformance in the second quarter of 2026 by leveraging its research-driven focus on high-quality growth companies. Driven by accelerating AI infrastructure spending and a powerful small-cap resurgence, the fund's strategies easily outpaced their respective benchmarks. The manager is actively realizing gains from overextended technology holdings and shifting capital into undervalued healthcare and industrial compounders.
