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 Parnassus Value Equity Fund strongly outperformed its benchmark in Q4 and FY 2025, leveraging AI-driven gains in Industrials and Tech while pivoting toward defensive quality in Health Care and Utilities.
Full Quick Take
The Parnassus Value Equity Fund strongly outperformed its benchmark in Q4 and FY 2025, leveraging AI-driven gains in Industrials and Tech while pivoting toward defensive quality in Health Care and Utilities.
TimesSquare's Mid Cap Growth strategy underperformed the Russell Midcap Growth index during a volatile 2Q25. The portfolio is actively positioning for resilience amidst fiscal and tariff-related macro headwinds.
Full Quick Take
TimesSquare's Mid Cap Growth strategy underperformed the Russell Midcap Growth index during a volatile 2Q25. The portfolio is actively positioning for resilience amidst fiscal and tariff-related macro headwinds.