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.
LongRun Equity underperformed in Q2 2025, declining 1.2% due to healthcare drags and FX headwinds. The fund capitalized on volatility to buy O'Reilly and Salesforce, while exiting UnitedHealth and LVMH.
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LongRun Equity underperformed in Q2 2025, declining 1.2% due to healthcare drags and FX headwinds. The fund capitalized on volatility to buy O'Reilly and Salesforce, while exiting UnitedHealth and LVMH.
