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.
Vulcan Value Partners capitalized on Q2 2025's tariff-induced market volatility to actively reallocate capital, buying deeply discounted stable-value giants like UnitedHealth and IQVIA while trimming fully valued holdings.
Full Quick Take
Vulcan Value Partners capitalized on Q2 2025's tariff-induced market volatility to actively reallocate capital, buying deeply discounted stable-value giants like UnitedHealth and IQVIA while trimming fully valued holdings.
Vulcan Value Partners capitalized on Q2 2025 tariff-related volatility, actively reallocating capital to pick up discounted healthcare and industrial compounders, notably repurchasing UnitedHealth Group after a severe pullback.
Full Quick Take
Vulcan Value Partners capitalized on Q2 2025 tariff-related volatility, actively reallocating capital to pick up discounted healthcare and industrial compounders, notably repurchasing UnitedHealth Group after a severe pullback.
