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.
Vision Capital Fund underperformed in 2025 with +9.8% net returns but remains positive since inception. The fund initiated a conviction position in Sea Limited while avoiding the 'speculative' AI memory and infrastructure buildout.
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Vision Capital Fund underperformed in 2025 with +9.8% net returns but remains positive since inception. The fund initiated a conviction position in Sea Limited while avoiding the 'speculative' AI memory and infrastructure buildout.
