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.
The fund delivered flat performance for the quarter (-0.04%) but achieved an 18.00% 12-month return. It continues to focus on uncorrelated compounders, exiting underperforming positions like GEHC and BME, while highlighting CME Group as a stabilizing core holding.
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The fund delivered flat performance for the quarter (-0.04%) but achieved an 18.00% 12-month return. It continues to focus on uncorrelated compounders, exiting underperforming positions like GEHC and BME, while highlighting CME Group as a stabilizing core holding.
The Cooper Investors Global Equities Fund (Unhedged) returned 5.21% for the quarter and 24.38% for the financial year, driven by strong performances from Scout24 and TKO Holdings, while highlighting PrairieSky Royalty as a high-conviction real asset holding.
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The Cooper Investors Global Equities Fund (Unhedged) returned 5.21% for the quarter and 24.38% for the financial year, driven by strong performances from Scout24 and TKO Holdings, while highlighting PrairieSky Royalty as a high-conviction real asset holding.
The RiverPark Large Growth Fund posted a strong 15.01% gain in Q2 2025, buoyed by secular AI and cloud giants like NVIDIA and Microsoft, while maintaining strong conviction in high-quality core holdings despite temporary market volatility.
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The RiverPark Large Growth Fund posted a strong 15.01% gain in Q2 2025, buoyed by secular AI and cloud giants like NVIDIA and Microsoft, while maintaining strong conviction in high-quality core holdings despite temporary market volatility.
The fund utilizes a value-driven approach targeting high-conviction global equities categorized as stalwarts, growth, or turnarounds. By capitalizing on structural tailwinds in the Excess & Surplus insurance market and premium sports content, the portfolio aims to generate strong compounding returns while dynamically redeploying capital from mature holdings into undervalued, high-quality businesses with clear growth paths.
Full Quick Take
The fund utilizes a value-driven approach targeting high-conviction global equities categorized as stalwarts, growth, or turnarounds. By capitalizing on structural tailwinds in the Excess & Surplus insurance market and premium sports content, the portfolio aims to generate strong compounding returns while dynamically redeploying capital from mature holdings into undervalued, high-quality businesses with clear growth paths.
