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 Columbia Seligman Global Technology Fund posted a strong 19.52% return in Q2 2025, but lagged its benchmark's 23.18% surge primarily due to an underweight position in NVIDIA. The manager remains constructive on secular AI infrastructure and cybersecurity plays while managing headwinds from upcoming tariff resolutions and a potential macro slowdown.
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The Columbia Seligman Global Technology Fund posted a strong 19.52% return in Q2 2025, but lagged its benchmark's 23.18% surge primarily due to an underweight position in NVIDIA. The manager remains constructive on secular AI infrastructure and cybersecurity plays while managing headwinds from upcoming tariff resolutions and a potential macro slowdown.
