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.
Mott Capital underperformed the S&P 500 in 2025 due to a highly cautious stance on speculative AI tech giants, opting instead to defensively rotate capital into undervalued med-tech and energy opportunities.
Full Quick Take
Mott Capital underperformed the S&P 500 in 2025 due to a highly cautious stance on speculative AI tech giants, opting instead to defensively rotate capital into undervalued med-tech and energy opportunities.