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.
City Different's global equity strategies outperformed in 2025 with gains exceeding 30%, led by Carvana and Talen Energy. The managers trimmed gains and reallocated capital to IHS Towers while advising investors to moderate future performance expectations.
Full Quick Take
City Different's global equity strategies outperformed in 2025 with gains exceeding 30%, led by Carvana and Talen Energy. The managers trimmed gains and reallocated capital to IHS Towers while advising investors to moderate future performance expectations.
City Different Investments capped an exceptional 2024 with global equity strategy returns exceeding 46%, vastly outperforming benchmarks. Though warning of a near-term performance reset for 2025, the managers remain highly optimistic about bottom-up secular opportunities in nuclear energy and digital consumer platforms.
Full Quick Take
City Different Investments capped an exceptional 2024 with global equity strategy returns exceeding 46%, vastly outperforming benchmarks. Though warning of a near-term performance reset for 2025, the managers remain highly optimistic about bottom-up secular opportunities in nuclear energy and digital consumer platforms.
