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.
Eagle Capital Management focuses on buying high-quality compounders with enduring competitive advantages over a five-to-ten-year horizon. The firm capitalized on market short-termism to build a position in MercadoLibre amid heavy reinvestment spending.
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Eagle Capital Management focuses on buying high-quality compounders with enduring competitive advantages over a five-to-ten-year horizon. The firm capitalized on market short-termism to build a position in MercadoLibre amid heavy reinvestment spending.
Reflecting on a recent Latin American tour, Vltava Fund warns of the permanent dangers of weak institutions and inflation, while detailing its new long-term compounder investment in US payments firm Corpay.
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Reflecting on a recent Latin American tour, Vltava Fund warns of the permanent dangers of weak institutions and inflation, while detailing its new long-term compounder investment in US payments firm Corpay.
Despite a brief Q4 correction in leading holdings, Baron Emerging Markets Fund achieved a strong 30.14% return for 2025 and remains highly optimistic about a multi-year EM upcycle entering 2026.
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Despite a brief Q4 correction in leading holdings, Baron Emerging Markets Fund achieved a strong 30.14% return for 2025 and remains highly optimistic about a multi-year EM upcycle entering 2026.
During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like Netflix, MercadoLibre, and Oracle.
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During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like Netflix, MercadoLibre, and Oracle.