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.
MEMF delivered a robust 11.8% recovery in Q2 2025 despite tariff-driven volatility, using the pullback to consolidate its portfolio into 29 high-quality, domestic EM growth names aligned with AI capex and Indian infrastructure.
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MEMF delivered a robust 11.8% recovery in Q2 2025 despite tariff-driven volatility, using the pullback to consolidate its portfolio into 29 high-quality, domestic EM growth names aligned with AI capex and Indian infrastructure.
