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.
Despite a brief Q4 correction in leading holdings, Baron Emerging Markets Fund achieved a strong 30.14% return for 2025 and remains highly optimistic about a multi-year EM upcycle entering 2026.
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Despite a brief Q4 correction in leading holdings, Baron Emerging Markets Fund achieved a strong 30.14% return for 2025 and remains highly optimistic about a multi-year EM upcycle entering 2026.
Blue Tower delivered an outstanding 17.66% net return in Q2 2025, led by concentrated exposure to Georgia and Uzbekistan via TBC Bank Group, a high-growth, digitally advanced financial leader trading at an attractive 5.73 forward PE.
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Blue Tower delivered an outstanding 17.66% net return in Q2 2025, led by concentrated exposure to Georgia and Uzbekistan via TBC Bank Group, a high-growth, digitally advanced financial leader trading at an attractive 5.73 forward PE.
Infuse Partners LP achieved an impressive 89.63% net return in 2024 by executing a concentrated, high-growth strategy focused on premium compounders. Despite strong performance, the manager is actively trimming and exiting names like Axon, Celsius, and Samsara on valuation discipline, while adding to high-potential digital banking and microcap ideas.
Full Quick Take
Infuse Partners LP achieved an impressive 89.63% net return in 2024 by executing a concentrated, high-growth strategy focused on premium compounders. Despite strong performance, the manager is actively trimming and exiting names like Axon, Celsius, and Samsara on valuation discipline, while adding to high-potential digital banking and microcap ideas.
