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.
Polen 5Perspectives Small Growth returned 32.83% net in Q2 2026, outperforming during a banner quarter for small caps. The portfolio capitalized on AI infrastructure and electrification themes as hyperscaler spending accelerated and power availability emerged as a key bottleneck. Technology exposure nearly doubled through investments in specialized cloud providers. Top contributors were Bloom Energy, DigitalOcean, and Vicor, all positioned for long-duration secular growth in AI and power infrastructure.
Full Quick Take
Polen 5Perspectives Small Growth returned 32.83% net in Q2 2026, outperforming during a banner quarter for small caps. The portfolio capitalized on AI infrastructure and electrification themes as hyperscaler spending accelerated and power availability emerged as a key bottleneck. Technology exposure nearly doubled through investments in specialized cloud providers. Top contributors were Bloom Energy, DigitalOcean, and Vicor, all positioned for long-duration secular growth in AI and power infrastructure.
GROW Funds capped a stellar 2024 with 26-31% net returns, utilizing active trading to lock in massive gains in top-performing industrial and tech holdings while initiating fresh positions in high-upside biotech.
Full Quick Take
GROW Funds capped a stellar 2024 with 26-31% net returns, utilizing active trading to lock in massive gains in top-performing industrial and tech holdings while initiating fresh positions in high-upside biotech.
