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 fund delivered a robust 16.4% net return in Q2 2025, narrowly trailing its benchmark due to mega-cap tech underweight, while initiating new high-conviction growth ideas in FICO and DraftKings.
Full Quick Take
The fund delivered a robust 16.4% net return in Q2 2025, narrowly trailing its benchmark due to mega-cap tech underweight, while initiating new high-conviction growth ideas in FICO and DraftKings.
