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 International All Company Fund flatlined in 2025 due to massive style headwinds and sentiment-driven AI-disruption fears. Despite relative underperformance, management has doubled down on its Exceptional Growth Company (EGC) strategy, exiting broken theses and adding new, durable structural compounders.
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The International All Company Fund flatlined in 2025 due to massive style headwinds and sentiment-driven AI-disruption fears. Despite relative underperformance, management has doubled down on its Exceptional Growth Company (EGC) strategy, exiting broken theses and adding new, durable structural compounders.
