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.
Tapasya Investment Fund I outperformed the S&P 500 in 2025 with a 23.5% net LP return. The fund maintains a disciplined value-based approach, avoiding hot tech sectors while adopting investor-friendly fee and liquidity terms.
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Tapasya Investment Fund I outperformed the S&P 500 in 2025 with a 23.5% net LP return. The fund maintains a disciplined value-based approach, avoiding hot tech sectors while adopting investor-friendly fee and liquidity terms.
Baron Real Estate Fund gained 5.19% in 2025, with lead PM Jeff Kolitch asserting that real estate is at a major positive turning point ready to deliver double-digit returns on the back of falling supply growth and structural AI tailwinds.
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Baron Real Estate Fund gained 5.19% in 2025, with lead PM Jeff Kolitch asserting that real estate is at a major positive turning point ready to deliver double-digit returns on the back of falling supply growth and structural AI tailwinds.