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 VT Holland Advisors Equity Fund returned 12.3% in 2025. The manager emphasizes their long-term, high-conviction approach targeting founder-led, customer-centric compounders with deep 'real-life goodwill' while filtering out short-term macro noise.
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The VT Holland Advisors Equity Fund returned 12.3% in 2025. The manager emphasizes their long-term, high-conviction approach targeting founder-led, customer-centric compounders with deep 'real-life goodwill' while filtering out short-term macro noise.
Driehaus Small Cap Growth strategy sharply outperformed its benchmark in Q4 and full-year 2025, driven by proactive adjustments like ramping up biotech exposure and trimming software, amid an accelerating small-cap earnings recovery.
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Driehaus Small Cap Growth strategy sharply outperformed its benchmark in Q4 and full-year 2025, driven by proactive adjustments like ramping up biotech exposure and trimming software, amid an accelerating small-cap earnings recovery.
Amid soaring market indices and clear signs of speculative excess, Boyar urges investors to avoid index complacency and remain strictly focused on disciplined, selective value-oriented opportunities.
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Amid soaring market indices and clear signs of speculative excess, Boyar urges investors to avoid index complacency and remain strictly focused on disciplined, selective value-oriented opportunities.
