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.
Emerging and frontier markets are surging, propelled by monetary easing from the Fed and a massive wave of global AI capex feeding into highly valued and discounted tech leaders across Asia.
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Emerging and frontier markets are surging, propelled by monetary easing from the Fed and a massive wave of global AI capex feeding into highly valued and discounted tech leaders across Asia.
Driehaus Micro Cap Growth outpaced its benchmark by 414 basis points in Q3 2025, driven by surging small-cap earnings growth and strong thematic trends in AI and utility infrastructure.
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Driehaus Micro Cap Growth outpaced its benchmark by 414 basis points in Q3 2025, driven by surging small-cap earnings growth and strong thematic trends in AI and utility infrastructure.
Sands Capital Select Growth underperformed the benchmark in Q3 2025 with a 6.3% net return, but remains ahead YTD at 22.1%. The fund deployed capital into Oracle and Alphabet to optimize AI infrastructure exposure while maintaining high conviction in oversold software names.
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Sands Capital Select Growth underperformed the benchmark in Q3 2025 with a 6.3% net return, but remains ahead YTD at 22.1%. The fund deployed capital into Oracle and Alphabet to optimize AI infrastructure exposure while maintaining high conviction in oversold software names.
Gabelli Funds remains constructively positioned, leveraging its PMV with a Catalyst methodology to target undervalued small-to-mid-cap opportunities amid high overall market valuations and looming volatility.
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Gabelli Funds remains constructively positioned, leveraging its PMV with a Catalyst methodology to target undervalued small-to-mid-cap opportunities amid high overall market valuations and looming volatility.
