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.
Artemis US Select Fund strongly outperformed its benchmark in Q4 2025 with a 7.0% gain. Managers are actively rotating capital from industrials and staples into healthcare and semiconductor names, preparing for a rate-cut driven recovery and wider dispersion in AI stocks in 2026.
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Artemis US Select Fund strongly outperformed its benchmark in Q4 2025 with a 7.0% gain. Managers are actively rotating capital from industrials and staples into healthcare and semiconductor names, preparing for a rate-cut driven recovery and wider dispersion in AI stocks in 2026.
