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 Magellan Global Opportunities Fund outperformed its benchmark in Q2 2025 with a 6.2% quarterly return, driven by strong earnings from AI-exposed tech heavyweights like Microsoft, Meta, and TSMC, while maintaining a cautious outlook amidst tariff uncertainties and full valuations.
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The Magellan Global Opportunities Fund outperformed its benchmark in Q2 2025 with a 6.2% quarterly return, driven by strong earnings from AI-exposed tech heavyweights like Microsoft, Meta, and TSMC, while maintaining a cautious outlook amidst tariff uncertainties and full valuations.
