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 Artisan Focus Fund delivered outstanding Q2 2025 outperformance of 870 bps over the benchmark, fueled by positive earnings revisions. The fund is highly bullish on the structural growth of AI infrastructure, particularly favoring leading silicon and utility/power enablers.
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The Artisan Focus Fund delivered outstanding Q2 2025 outperformance of 870 bps over the benchmark, fueled by positive earnings revisions. The fund is highly bullish on the structural growth of AI infrastructure, particularly favoring leading silicon and utility/power enablers.
