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 BBH Mid Cap Fund returned 5.44% in Q2 2025, lagging the index. The manager actively rotated capital from tariff-exposed names to double down on high-quality companies whose valuations were overly punished by temporary policy and funding headwinds.
Full Quick Take
The BBH Mid Cap Fund returned 5.44% in Q2 2025, lagging the index. The manager actively rotated capital from tariff-exposed names to double down on high-quality companies whose valuations were overly punished by temporary policy and funding headwinds.
