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 experienced a strong rebound in Q2 2025 as early tariff concerns eased, fueled by robust AI-related demand across software, security, and power infrastructure.
Full Quick Take
The fund experienced a strong rebound in Q2 2025 as early tariff concerns eased, fueled by robust AI-related demand across software, security, and power infrastructure.
Front Street urges long-term perspective through inevitable short-term market volatility, positioning the portfolio in short-term US Treasuries, S&P 500, and highly adaptable compounders to withstand potential tariff-driven inflation.
Full Quick Take
Front Street urges long-term perspective through inevitable short-term market volatility, positioning the portfolio in short-term US Treasuries, S&P 500, and highly adaptable compounders to withstand potential tariff-driven inflation.