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.
Brasada highlights a stark disconnect between depressed consumer sentiment and strong economic reality. Despite a recent 19% tariff-driven correction, the market's rapid recovery underscores its resilience.
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Brasada highlights a stark disconnect between depressed consumer sentiment and strong economic reality. Despite a recent 19% tariff-driven correction, the market's rapid recovery underscores its resilience.
HORAN Wealth projects the bull market will continue in 2026, fueled by an estimated 15.6% growth in S&P 500 earnings and Federal Reserve rate cuts, with market leadership rotating toward cyclical, value, and international sectors.
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HORAN Wealth projects the bull market will continue in 2026, fueled by an estimated 15.6% growth in S&P 500 earnings and Federal Reserve rate cuts, with market leadership rotating toward cyclical, value, and international sectors.
TimesSquare's FOCUS Growth Strategy faced short-term underperformance in 2Q25 due to index benchmark composition changes but continues to execute its high-conviction growth strategy by balancing secular AI exposure with resilient, defensive consumer and industrial holdings.
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TimesSquare's FOCUS Growth Strategy faced short-term underperformance in 2Q25 due to index benchmark composition changes but continues to execute its high-conviction growth strategy by balancing secular AI exposure with resilient, defensive consumer and industrial holdings.