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.
Hardman Johnston Large Cap Equity outpaced the S&P 500 in Q4 2025 with a 4.27% net return, led by tech and lithium holdings, while actively rebalancing into Broadcom, Cameco, and HDFC Bank.
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Hardman Johnston Large Cap Equity outpaced the S&P 500 in Q4 2025 with a 4.27% net return, led by tech and lithium holdings, while actively rebalancing into Broadcom, Cameco, and HDFC Bank.
Broyhill returned 3.7% in Q2 2025, underperforming the global rally but actively repositioning into high-conviction, smaller-cap, and healthcare targets. The manager sees record market dispersion as a historic setup for fundamental stock picking.
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Broyhill returned 3.7% in Q2 2025, underperforming the global rally but actively repositioning into high-conviction, smaller-cap, and healthcare targets. The manager sees record market dispersion as a historic setup for fundamental stock picking.
