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 underperformed its benchmark in Q4 2025 but aggressively repositioned by exiting four deteriorating holdings and purchasing four high-quality growth businesses.
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The fund underperformed its benchmark in Q4 2025 but aggressively repositioned by exiting four deteriorating holdings and purchasing four high-quality growth businesses.
Platinum International Fund delivered a strong 9.3% return for Q3 2025, beating its benchmark through key exposures to semiconductor giants riding the AI trend and a robust rebound in Chinese consumer stocks.
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Platinum International Fund delivered a strong 9.3% return for Q3 2025, beating its benchmark through key exposures to semiconductor giants riding the AI trend and a robust rebound in Chinese consumer stocks.
The fund delivered strong outperformance in Q2 2025, capitalizing on Spotify's robust growth and AI semiconductor tailwinds while recycling capital away from capital-intensive sectors into high-conviction compounders like Keyence and Belimo.
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The fund delivered strong outperformance in Q2 2025, capitalizing on Spotify's robust growth and AI semiconductor tailwinds while recycling capital away from capital-intensive sectors into high-conviction compounders like Keyence and Belimo.
