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.
Madison Sustainable Equity gained 6.32% gross in Q2 2025, underperforming the S&P 500 due to managed care headwinds. The portfolio rotated capital from rails (Union Pacific) and managed care (UnitedHealth) into cloud infrastructure (Arista Networks).
Full Quick Take
Madison Sustainable Equity gained 6.32% gross in Q2 2025, underperforming the S&P 500 due to managed care headwinds. The portfolio rotated capital from rails (Union Pacific) and managed care (UnitedHealth) into cloud infrastructure (Arista Networks).
