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.
Parnassus Mid Cap Growth Fund outperformed its benchmark by over 5% in 3Q25, driven by strong gains in AI-exposed IT holdings. Portfolio managers active rotated out of freight into industrial distribution and added selective growth names to manage a highly polarized macro environment.
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Parnassus Mid Cap Growth Fund outperformed its benchmark by over 5% in 3Q25, driven by strong gains in AI-exposed IT holdings. Portfolio managers active rotated out of freight into industrial distribution and added selective growth names to manage a highly polarized macro environment.
