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 outperformed its benchmark in Q2 2025 with a 13.75% return, buoyed by strong growth-stock momentum and AI infrastructure enablers like TSMC and Prysmian. The managers remain highly constructive on secular, long-cycle green transition and sustainability themes, looking past short-term political and tariff noise.
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The Fund outperformed its benchmark in Q2 2025 with a 13.75% return, buoyed by strong growth-stock momentum and AI infrastructure enablers like TSMC and Prysmian. The managers remain highly constructive on secular, long-cycle green transition and sustainability themes, looking past short-term political and tariff noise.
