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 Madison Mid Cap Fund climbed 5.2% in Q2 2025, underperforming its benchmark. The fund actively reallocated capital, divesting completely from Dollar Tree and Brown-Forman due to tariff and secular risks while initiating a new position in Medpace Holdings.
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The Madison Mid Cap Fund climbed 5.2% in Q2 2025, underperforming its benchmark. The fund actively reallocated capital, divesting completely from Dollar Tree and Brown-Forman due to tariff and secular risks while initiating a new position in Medpace Holdings.
