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 experienced a strong rebound in Q2 2025 as early tariff concerns eased, fueled by robust AI-related demand across software, security, and power infrastructure. Management maintains a constructive outlook heading into 2026, anticipating interest rate cuts and a broadening of market growth.
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The fund experienced a strong rebound in Q2 2025 as early tariff concerns eased, fueled by robust AI-related demand across software, security, and power infrastructure. Management maintains a constructive outlook heading into 2026, anticipating interest rate cuts and a broadening of market growth.
