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.
Qualivian generated 5.3% net in Q2 2025, capitalizing on tech strength while actively managing portfolio complexity by swapping S&P Global for AutoZone and identifying Booking Holdings as its next target compounder.
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Qualivian generated 5.3% net in Q2 2025, capitalizing on tech strength while actively managing portfolio complexity by swapping S&P Global for AutoZone and identifying Booking Holdings as its next target compounder.
Broadleaf outpaced the S&P 500 with a 21.3% return in Q2 2025, highlighting that while AI is a powerful enabler, human discernment and patient long-term investing remain irreplaceable.
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Broadleaf outpaced the S&P 500 with a 21.3% return in Q2 2025, highlighting that while AI is a powerful enabler, human discernment and patient long-term investing remain irreplaceable.
