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.
While macroeconomic headwinds like inflation, interest rate shifts, and policy uncertainties persist, investors should remain fully invested in high-quality businesses. Utilizing a quality-focused strategy helps limit downside risks while capturing upside potential as long-term trends like AI productivity gains gradually materialize.
Full Quick Take
While macroeconomic headwinds like inflation, interest rate shifts, and policy uncertainties persist, investors should remain fully invested in high-quality businesses. Utilizing a quality-focused strategy helps limit downside risks while capturing upside potential as long-term trends like AI productivity gains gradually materialize.
Parnassus Growth Equity Fund outperformed the Russell 1000 Growth Index with an 18.97% return in Q2 2025. The fund trimmed consumer discretionary exposure to hedge tariff risks while maintaining high conviction in secular AI themes and defensive healthcare holdings.
Full Quick Take
Parnassus Growth Equity Fund outperformed the Russell 1000 Growth Index with an 18.97% return in Q2 2025. The fund trimmed consumer discretionary exposure to hedge tariff risks while maintaining high conviction in secular AI themes and defensive healthcare holdings.
