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.
Brown Advisory's Mid-Cap Growth strategy underperformed in 2025 due to a single-stock index distortion (not owning Palantir), but the managers used the quarter's volatility to recycle capital into highly attractive new ideas and add to core compounder holdings.
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Brown Advisory's Mid-Cap Growth strategy underperformed in 2025 due to a single-stock index distortion (not owning Palantir), but the managers used the quarter's volatility to recycle capital into highly attractive new ideas and add to core compounder holdings.
