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.
Akre Focus ETF suffered material underperformance in 2025 as AI hype triggered a historic gap between the S&P 500 and quality compounders; however, the manager is holding firm, arguing that software incumbents are undervalued and will ultimately be AI's largest winners.
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Akre Focus ETF suffered material underperformance in 2025 as AI hype triggered a historic gap between the S&P 500 and quality compounders; however, the manager is holding firm, arguing that software incumbents are undervalued and will ultimately be AI's largest winners.
