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 fund outperformed the MSCI ACWI by over 500 bps in Q2 2025, returning 16.72% net. Key maneuvers included active turnarounds in financial/industrial sectors and selective consolidation of the fund's AI footprint.
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The fund outperformed the MSCI ACWI by over 500 bps in Q2 2025, returning 16.72% net. Key maneuvers included active turnarounds in financial/industrial sectors and selective consolidation of the fund's AI footprint.
