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.
Baird Small/Mid Cap Growth outperformed its benchmark by nearly 1% in Q4 2025, benefiting from healthcare M&A and a shift back to high-quality profitability metrics (ROE/ROIC). The managers are actively rotating into high-quality industrial and tech compounders to repair 2025's full-year underperformance.
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Baird Small/Mid Cap Growth outperformed its benchmark by nearly 1% in Q4 2025, benefiting from healthcare M&A and a shift back to high-quality profitability metrics (ROE/ROIC). The managers are actively rotating into high-quality industrial and tech compounders to repair 2025's full-year underperformance.
