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.
Carillon Eagle Small Cap Growth Fund maintains a constructive outlook for 2026, leveraging structural tailwinds in AI, reshoring, and healthcare, while monitoring labor market indicators and interest rate trends.
Full Quick Take
Carillon Eagle Small Cap Growth Fund maintains a constructive outlook for 2026, leveraging structural tailwinds in AI, reshoring, and healthcare, while monitoring labor market indicators and interest rate trends.
Deep Sail Capital generated an 11.3% net return in Q2 2025, riding the tailwinds of an AI-driven 're-bubble' via its long book while proactively managing the volatility of its short book by shifting toward index hedges.
Full Quick Take
Deep Sail Capital generated an 11.3% net return in Q2 2025, riding the tailwinds of an AI-driven 're-bubble' via its long book while proactively managing the volatility of its short book by shifting toward index hedges.
