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 Alger Spectra Fund underperformed in Q4 2025 due to near-term AI CapEx fears hitting major positions like Microsoft and Meta, despite strong long-term fundamentals and constructive secular tailwinds.
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The Alger Spectra Fund underperformed in Q4 2025 due to near-term AI CapEx fears hitting major positions like Microsoft and Meta, despite strong long-term fundamentals and constructive secular tailwinds.
