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.
Despite a challenging Q4 underperformance driven by stock selection, Ithaka remains focused on high-conviction compounders, projecting a shift to real-world AI productivity gains in 2026.
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Despite a challenging Q4 underperformance driven by stock selection, Ithaka remains focused on high-conviction compounders, projecting a shift to real-world AI productivity gains in 2026.
