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 outperformed by 300 basis points in Q2 2026, driven by AI infrastructure suppliers including Marvell Technology which returned 166% before being sold on valuation. The manager executed high portfolio turnover, adding eighteen new positions across data center hardware, software, and consumer services while maintaining discipline around price targets. Market leadership continued broadening beyond mega-cap tech as anticipated in recent letters.
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Brown Advisory's Mid-Cap Growth Strategy outperformed by 300 basis points in Q2 2026, driven by AI infrastructure suppliers including Marvell Technology which returned 166% before being sold on valuation. The manager executed high portfolio turnover, adding eighteen new positions across data center hardware, software, and consumer services while maintaining discipline around price targets. Market leadership continued broadening beyond mega-cap tech as anticipated in recent letters.
The ClearBridge Mid Cap Strategy underperformed the Russell Midcap Index in Q1 2026 due to AI-disruption concerns in IT and healthcare, prompting active portfolio reshaping into higher-conviction industrial and consumer discretionary holdings.
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The ClearBridge Mid Cap Strategy underperformed the Russell Midcap Index in Q1 2026 due to AI-disruption concerns in IT and healthcare, prompting active portfolio reshaping into higher-conviction industrial and consumer discretionary holdings.
