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 Kennedy Mid Cap Value composite returned 1.98% net in Q2 2025, underperforming its benchmark during a highly volatile quarter driven by tariff policy announcements. KCM remains constructive on the macroeconomic backdrop and retains strong conviction in its Industrials overweight.
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The Kennedy Mid Cap Value composite returned 1.98% net in Q2 2025, underperforming its benchmark during a highly volatile quarter driven by tariff policy announcements. KCM remains constructive on the macroeconomic backdrop and retains strong conviction in its Industrials overweight.
