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.
Oak Ridge delivered strong absolute returns in Q3 2025 but trailed its benchmarks as unprofitable momentum stocks outperformed. The firm remains constructive on declining interest rates and AI hardware while managing risks by underweighting legacy software and regulatory-heavy healthcare.
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Oak Ridge delivered strong absolute returns in Q3 2025 but trailed its benchmarks as unprofitable momentum stocks outperformed. The firm remains constructive on declining interest rates and AI hardware while managing risks by underweighting legacy software and regulatory-heavy healthcare.
