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.
While speculative market behavior led to underperformance in 2025, Conestoga's commitment to high-quality compounding remains unchanged, and the firm sees a highly compelling 2026 setup for Small Caps.
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While speculative market behavior led to underperformance in 2025, Conestoga's commitment to high-quality compounding remains unchanged, and the firm sees a highly compelling 2026 setup for Small Caps.
The fund capped a strong 2025 (27.69% net return) despite a flat, highly volatile Q4, and remains positioned in high-conviction, innovation-driven SMID-cap opportunities.
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The fund capped a strong 2025 (27.69% net return) despite a flat, highly volatile Q4, and remains positioned in high-conviction, innovation-driven SMID-cap opportunities.
Artisan Mid Cap Fund outperformed its benchmark in Q3 2025, fueled by high-conviction biotech and tech-hardware plays, while rotating capital out of high-valuation cloud software names and into aerospace, defense, and vertical SaaS.
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Artisan Mid Cap Fund outperformed its benchmark in Q3 2025, fueled by high-conviction biotech and tech-hardware plays, while rotating capital out of high-valuation cloud software names and into aerospace, defense, and vertical SaaS.
