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 4Q25 with a 1.71% return, driven by successful selections in the Health Care and Industrials sectors, and remains highly bullish on AI-led secular innovation despite ongoing policy uncertainties.
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The Fund outperformed its benchmark in 4Q25 with a 1.71% return, driven by successful selections in the Health Care and Industrials sectors, and remains highly bullish on AI-led secular innovation despite ongoing policy uncertainties.