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.
Rathbones looks back at a strong but volatile 2025 and enters 2026 with a constructive outlook, relying on diversification, short-duration bonds, and gold to navigate sticky inflation and political headwinds.
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Rathbones looks back at a strong but volatile 2025 and enters 2026 with a constructive outlook, relying on diversification, short-duration bonds, and gold to navigate sticky inflation and political headwinds.
Strong stock selection in tech and aviation (Boeing) led the gains, while the fund maintained a cautious underweight stance on mega-cap hardware like Apple.
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Strong stock selection in tech and aviation (Boeing) led the gains, while the fund maintained a cautious underweight stance on mega-cap hardware like Apple.
The Fund outperformed its benchmark in 4Q25 with a 1.71% return, driven by successful selections in the Health Care and Industrials sectors, and remains highly bullish on AI-led secular innovation despite ongoing policy uncertainties.
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The Fund outperformed its benchmark in 4Q25 with a 1.71% return, driven by successful selections in the Health Care and Industrials sectors, and remains highly bullish on AI-led secular innovation despite ongoing policy uncertainties.
Outperforming its small-cap growth benchmark by 156 basis points due to strong selection in tech and industrials. The managers remain bullish on secular growth and Gen AI, highlighting the necessity of active stock picking amid policy headwinds.
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Outperforming its small-cap growth benchmark by 156 basis points due to strong selection in tech and industrials. The managers remain bullish on secular growth and Gen AI, highlighting the necessity of active stock picking amid policy headwinds.