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 Fund delivered strong absolute returns in 2Q25, buoyed by robust economic indicators and key holdings in technology and industrials, though micro-cap exposure acted as a relative drag.
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The Fund delivered strong absolute returns in 2Q25, buoyed by robust economic indicators and key holdings in technology and industrials, though micro-cap exposure acted as a relative drag.