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 Guinness Global Innovators Fund returned 7.5% in Q3 2025, underperforming the benchmark but beating its peer group. The managers pivoted toward Broadcom and Tencent while exiting Novo Nordisk and Infineon to protect capital amidst elevated equity valuations.
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The Guinness Global Innovators Fund returned 7.5% in Q3 2025, underperforming the benchmark but beating its peer group. The managers pivoted toward Broadcom and Tencent while exiting Novo Nordisk and Infineon to protect capital amidst elevated equity valuations.
