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 Bell Global Equities Fund experienced underperformance in September 2025 due to sharp style headwinds against high-quality assets. The managers proactively adjusted the portfolio by adding Sage Group and Waste Management while liquidating cyclically pressured holdings like DSV.
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The Bell Global Equities Fund experienced underperformance in September 2025 due to sharp style headwinds against high-quality assets. The managers proactively adjusted the portfolio by adding Sage Group and Waste Management while liquidating cyclically pressured holdings like DSV.
