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.
Driven by rebounding enterprise software holdings Microsoft and SAP, while rotating capital from extended AI infrastructure into green compute enablers and cybersecurity.
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Driven by rebounding enterprise software holdings Microsoft and SAP, while rotating capital from extended AI infrastructure into green compute enablers and cybersecurity.
The fund targets premier large-cap growth enterprises positioned to capitalize on powerful secular shifts, specifically artificial intelligence and infrastructure expansion.
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The fund targets premier large-cap growth enterprises positioned to capitalize on powerful secular shifts, specifically artificial intelligence and infrastructure expansion.
The Northern Funds Large Cap Value Fund outperformed its Russell 1000 Value benchmark in Q3 2025. 5.33%, thanks to positive tilts toward high-quality and value-oriented equities.
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The Northern Funds Large Cap Value Fund outperformed its Russell 1000 Value benchmark in Q3 2025. 5.33%, thanks to positive tilts toward high-quality and value-oriented equities.