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 returned 2.80% in 2Q 2025, lagging the broader market as it navigated tariff-induced volatility, raised its cash position to 9%, and trimmed several core holdings while adding to high-conviction life sciences.
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The Fund returned 2.80% in 2Q 2025, lagging the broader market as it navigated tariff-induced volatility, raised its cash position to 9%, and trimmed several core holdings while adding to high-conviction life sciences.
