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.
Loomis Sayles Global Growth Fund returned 7.59% in Q3 2025, narrowly trailing its benchmark, while selectively adding to healthcare holdings on price weakness. The portfolio remains anchored in high-quality compounders trading at an estimated 43% discount to intrinsic value.
Full Quick Take
Loomis Sayles Global Growth Fund returned 7.59% in Q3 2025, narrowly trailing its benchmark, while selectively adding to healthcare holdings on price weakness. The portfolio remains anchored in high-quality compounders trading at an estimated 43% discount to intrinsic value.
The Baron Opportunity Fund achieved an exceptional 23.27% return in Q2 2025, heavily driven by its concentration in leading artificial intelligence, semiconductor, and secular growth leaders.
Full Quick Take
The Baron Opportunity Fund achieved an exceptional 23.27% return in Q2 2025, heavily driven by its concentration in leading artificial intelligence, semiconductor, and secular growth leaders.
