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.
Severely lagging its benchmark's 10.73% gain as market factors heavily favored highly speculative, unprofitable AI and tech momentum stocks over the fund's quality-driven, lower-beta style.
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Severely lagging its benchmark's 10.73% gain as market factors heavily favored highly speculative, unprofitable AI and tech momentum stocks over the fund's quality-driven, lower-beta style.
Argosy Investors is adopting a cautious posture, cutting ties with underperforming or fully valued holdings (TRRSF, VNT, DEO, STNE) to lower overall risk, while opportunistically buying high-quality secular growth names (AVTR, FND, QQQ) on post-COVID valuation pullbacks.
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Argosy Investors is adopting a cautious posture, cutting ties with underperforming or fully valued holdings (TRRSF, VNT, DEO, STNE) to lower overall risk, while opportunistically buying high-quality secular growth names (AVTR, FND, QQQ) on post-COVID valuation pullbacks.
Broadleaf outpaced the S&P 500 with a 21.3% return in Q2 2025, highlighting that while AI is a powerful enabler, human discernment and patient long-term investing remain irreplaceable.
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Broadleaf outpaced the S&P 500 with a 21.3% return in Q2 2025, highlighting that while AI is a powerful enabler, human discernment and patient long-term investing remain irreplaceable.
Beating its benchmark by 1,208 bps through effective stock selection. Constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.
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Beating its benchmark by 1,208 bps through effective stock selection. Constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.