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 underperformed in Q1 2026 due to macro-driven sector rotation and multiple compression in growth stocks, but it remains fully committed to its high-conviction, secularly positioned portfolio of businesses capitalizing on artificial intelligence and superior long-term fundamental growth.
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The fund underperformed in Q1 2026 due to macro-driven sector rotation and multiple compression in growth stocks, but it remains fully committed to its high-conviction, secularly positioned portfolio of businesses capitalizing on artificial intelligence and superior long-term fundamental growth.
