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 navigated a highly volatile Q1 2026 to deliver a resilient +1.2% return, as strong fixed income performance offset minor drags from equities and commodities.
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The Fund navigated a highly volatile Q1 2026 to deliver a resilient +1.2% return, as strong fixed income performance offset minor drags from equities and commodities.
Despite robust 2025 GDP and equity market gains, Peak Asset Management is taking a highly cautious posture, citing systemic overvaluation and maintaining defensive positions in Treasuries and cash to shield clients from an inevitable correction.
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Despite robust 2025 GDP and equity market gains, Peak Asset Management is taking a highly cautious posture, citing systemic overvaluation and maintaining defensive positions in Treasuries and cash to shield clients from an inevitable correction.
The Voya MidCap Opportunities Fund underperformed its benchmark in 4Q25 due to stock selection, despite a positive overall market environment supported by Fed rate cuts. The team remains cautious yet constructive for 2026, prioritizing nimble allocation and emerging opportunities in defensives and rate-sensitive sectors.
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The Voya MidCap Opportunities Fund underperformed its benchmark in 4Q25 due to stock selection, despite a positive overall market environment supported by Fed rate cuts. The team remains cautious yet constructive for 2026, prioritizing nimble allocation and emerging opportunities in defensives and rate-sensitive sectors.
The Lord Abbett Developing Growth Fund delivered a robust 13.75% return in 3Q25, outperforming its small-cap growth benchmark by 156 basis points due to strong selection in tech and industrials. The managers remain bullish on secular growth and Gen AI, highlighting the necessity of active stock picking amid policy headwinds.
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The Lord Abbett Developing Growth Fund delivered a robust 13.75% return in 3Q25, outperforming its small-cap growth benchmark by 156 basis points due to strong selection in tech and industrials. The managers remain bullish on secular growth and Gen AI, highlighting the necessity of active stock picking amid policy headwinds.
The Kennedy Mid Cap Value composite returned 1.98% net in Q2 2025, underperforming its benchmark during a highly volatile quarter driven by tariff policy announcements. KCM remains constructive on the macroeconomic backdrop and retains strong conviction in its Industrials overweight.
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The Kennedy Mid Cap Value composite returned 1.98% net in Q2 2025, underperforming its benchmark during a highly volatile quarter driven by tariff policy announcements. KCM remains constructive on the macroeconomic backdrop and retains strong conviction in its Industrials overweight.
The Hood River Small Cap Growth Fund capped off a strong 2024 with a 35.56% return, outperforming its benchmark by over 20%. The managers enter 2025 with a highly constructive stance on small caps, citing positive deregulation tailwinds and compelling relative valuations compared to expensive large caps.
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The Hood River Small Cap Growth Fund capped off a strong 2024 with a 35.56% return, outperforming its benchmark by over 20%. The managers enter 2025 with a highly constructive stance on small caps, citing positive deregulation tailwinds and compelling relative valuations compared to expensive large caps.
