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.
Diameter's 4Q25 letter candidly details a painful distressed loss in First Brands due to fraud, while outlining a cautious but active 2026 playbook focused on bespoke capital solutions, AI power-infrastructure constraints, and rising risks in the asset-backed finance market.
Full Quick Take
Diameter's 4Q25 letter candidly details a painful distressed loss in First Brands due to fraud, while outlining a cautious but active 2026 playbook focused on bespoke capital solutions, AI power-infrastructure constraints, and rising risks in the asset-backed finance market.
The Columbia Strategic Income Fund returned 0.74% in Q4 2025, underperforming its benchmark, but maintains a constructive outlook for 2026 by emphasizing a high-quality bias and capitalizing on emerging credit dispersion.
Full Quick Take
The Columbia Strategic Income Fund returned 0.74% in Q4 2025, underperforming its benchmark, but maintains a constructive outlook for 2026 by emphasizing a high-quality bias and capitalizing on emerging credit dispersion.
