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.
FMI navigated rising interest rates and extreme market sentiment in Q3 2026 by capitalizing on the indiscriminate sell-off in resilient franchises unfairly labeled as 'AI At Risk,' adding high-conviction positions in Jack Henry & Associates, CDW Corp., and RELX at substantial.
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FMI navigated rising interest rates and extreme market sentiment in Q3 2026 by capitalizing on the indiscriminate sell-off in resilient franchises unfairly labeled as 'AI At Risk,' adding high-conviction positions in Jack Henry & Associates, CDW Corp., and RELX at substantial.