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 Parnassus Value Equity Fund outperformed the Russell 1000 Value Index in Q2 2025 by returning 7.24% net of fees, driven by strong gains in AI-related information technology holdings.
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The Parnassus Value Equity Fund outperformed the Russell 1000 Value Index in Q2 2025 by returning 7.24% net of fees, driven by strong gains in AI-related information technology holdings.
AVI Global Trust navigated US tariff-induced volatility with a resilient +1.0% NAV return. The manager is highly constructive on prospective returns given historically cheap valuation gaps, marked by a wide 39% portfolio discount.
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AVI Global Trust navigated US tariff-induced volatility with a resilient +1.0% NAV return. The manager is highly constructive on prospective returns given historically cheap valuation gaps, marked by a wide 39% portfolio discount.