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.
During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like Netflix, MercadoLibre, and Oracle.
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During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like Netflix, MercadoLibre, and Oracle.
The Baron Growth Fund gained 0.86% in the second quarter of 2025, underperforming its benchmark due to a market environment that favored high-beta, riskier stocks. However, the fund maintains robust portfolio fundamentals and continues to focus on high-quality compounders with durable competitive advantages.
Full Quick Take
The Baron Growth Fund gained 0.86% in the second quarter of 2025, underperforming its benchmark due to a market environment that favored high-beta, riskier stocks. However, the fund maintains robust portfolio fundamentals and continues to focus on high-quality compounders with durable competitive advantages.