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.
HORAN Wealth projects the bull market will continue in 2026, fueled by an estimated 15.6% growth in S&P 500 earnings and Federal Reserve rate cuts, with market leadership rotating toward cyclical, value, and international sectors.
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HORAN Wealth projects the bull market will continue in 2026, fueled by an estimated 15.6% growth in S&P 500 earnings and Federal Reserve rate cuts, with market leadership rotating toward cyclical, value, and international sectors.
Turtle Creek warns that the S&P 500's high valuation (22x) points to flat 10-year market returns, while positioning its own portfolio at 10.4x earnings with >20% projected annual growth to deliver superior long-term performance.
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Turtle Creek warns that the S&P 500's high valuation (22x) points to flat 10-year market returns, while positioning its own portfolio at 10.4x earnings with >20% projected annual growth to deliver superior long-term performance.
Infuse Partners achieved a robust 52.67% return in Q2 2025, driven by its high-conviction investment in Intellego, which tripled from its average purchase price due to strong underlying EBIT growth.
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Infuse Partners achieved a robust 52.67% return in Q2 2025, driven by its high-conviction investment in Intellego, which tripled from its average purchase price due to strong underlying EBIT growth.
