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 fund benefited from strong earnings and AI-related momentum in Q2 2025, but maintains a cautious outlook for H2 due to potential inflation and tariff headwinds.
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The fund benefited from strong earnings and AI-related momentum in Q2 2025, but maintains a cautious outlook for H2 due to potential inflation and tariff headwinds.
