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.
Burke Wealth Management posted strong Q2 results (+5.9%), outperforming the benchmark through high-conviction positioning in mega-cap AI leaders. The manager trimmed Nvidia following extreme outperformance, established a new stake in CrowdStrike, and increased Accenture, anticipating accelerating enterprise AI implementation in late 2024.
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Burke Wealth Management posted strong Q2 results (+5.9%), outperforming the benchmark through high-conviction positioning in mega-cap AI leaders. The manager trimmed Nvidia following extreme outperformance, established a new stake in CrowdStrike, and increased Accenture, anticipating accelerating enterprise AI implementation in late 2024.
