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.
Tectonic Investors highlights robotics as a multi-trillion dollar generational shift ('physical AI') driven by labor-cost parity and hardware scaling. Key investable angles include downstream autonomy platforms (Uber), edge AI semiconductors (Horizon Robotics), and critical minerals (MP Materials).
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Tectonic Investors highlights robotics as a multi-trillion dollar generational shift ('physical AI') driven by labor-cost parity and hardware scaling. Key investable angles include downstream autonomy platforms (Uber), edge AI semiconductors (Horizon Robotics), and critical minerals (MP Materials).
Nightview Capital argues that the convergence of AI, robotics, and autonomy is rewiring the physical economy, making active, boots-on-the-ground research essential to outperforming index concentration.
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Nightview Capital argues that the convergence of AI, robotics, and autonomy is rewiring the physical economy, making active, boots-on-the-ground research essential to outperforming index concentration.
Lux Capital reflects on its 25-year history of investing at the intersection of physical and computational sciences, noting that the AI capex boom's value is ultimately anchored in physical constraints and real-world assets.
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Lux Capital reflects on its 25-year history of investing at the intersection of physical and computational sciences, noting that the AI capex boom's value is ultimately anchored in physical constraints and real-world assets.
REQ Capital's funds delivered positive performance in H1 2025, driven by strong fundamentals in decentralized, acquisition-driven compounders like its new largest holding, Röko AB.
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REQ Capital's funds delivered positive performance in H1 2025, driven by strong fundamentals in decentralized, acquisition-driven compounders like its new largest holding, Röko AB.
REQ Capital reported robust FY2024 returns of 23.0% (Global) and 17.6% (Nordic), driven by resilient cash flows and active M&A across their highly decentralized compounder holdings.
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REQ Capital reported robust FY2024 returns of 23.0% (Global) and 17.6% (Nordic), driven by resilient cash flows and active M&A across their highly decentralized compounder holdings.
