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.
Mawer's Q2 2025 report highlights positive absolute performance across its balanced portfolios, buoyed by defense and Canadian small cap gains, while shifting assets out of U.S. equities to improve global diversification amid macro and valuation uncertainties.
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Mawer's Q2 2025 report highlights positive absolute performance across its balanced portfolios, buoyed by defense and Canadian small cap gains, while shifting assets out of U.S. equities to improve global diversification amid macro and valuation uncertainties.
