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.
Crawford Investment Counsel advocates for a disciplined, long-term approach focused on high-quality, dividend-paying stocks to navigate a lopsided U.S. economy. By prioritizing companies with strong balance sheets and consistent dividend growth, the firm aims to harness the power of compounding while securing robust downside protection against market imbalances and valuation risks.
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Crawford Investment Counsel advocates for a disciplined, long-term approach focused on high-quality, dividend-paying stocks to navigate a lopsided U.S. economy. By prioritizing companies with strong balance sheets and consistent dividend growth, the firm aims to harness the power of compounding while securing robust downside protection against market imbalances and valuation risks.
The Baron Global Advantage Fund rebounded strongly in Q2 2025 with a 22.68% return, fueled by a V-shaped recovery in high-conviction growth names like NVIDIA and Cloudflare, while establishing new positions in Nu Holdings and Loar Holdings.
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The Baron Global Advantage Fund rebounded strongly in Q2 2025 with a 22.68% return, fueled by a V-shaped recovery in high-conviction growth names like NVIDIA and Cloudflare, while establishing new positions in Nu Holdings and Loar Holdings.
Manole Capital targets high-quality, growth-oriented companies utilizing technology to improve established processes, with a heavy focus on payment sectors and financial exchanges. By prioritizing strong free cash flow over speculative digital currencies, the fund employs a disciplined, long-term compounding strategy designed to navigate economic cycles, resist macro volatility, and capture secular growth opportunities.
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Manole Capital targets high-quality, growth-oriented companies utilizing technology to improve established processes, with a heavy focus on payment sectors and financial exchanges. By prioritizing strong free cash flow over speculative digital currencies, the fund employs a disciplined, long-term compounding strategy designed to navigate economic cycles, resist macro volatility, and capture secular growth opportunities.
Qualivian maintains a concentrated long-only strategy targeting mid-teens capital compounding through high-quality businesses. Utilizing a long-term horizon as a primary edge, the portfolio captures time arbitrage while avoiding leverage, short positions, and macroeconomic market timing.
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Qualivian maintains a concentrated long-only strategy targeting mid-teens capital compounding through high-quality businesses. Utilizing a long-term horizon as a primary edge, the portfolio captures time arbitrage while avoiding leverage, short positions, and macroeconomic market timing.
