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.
Wedgewood experienced severe relative underperformance in 2025 due to a speculative, narrow AI-driven market, but they have repositioned the portfolio into attractive quality assets like Amazon and Chubb, trading at a rare valuation discount relative to growth indices.
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Wedgewood experienced severe relative underperformance in 2025 due to a speculative, narrow AI-driven market, but they have repositioned the portfolio into attractive quality assets like Amazon and Chubb, trading at a rare valuation discount relative to growth indices.
