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.
City Different generated exceptional outperformance in Q3 2025 led by Tidewater and nuclear energy holdings, while warning that current AI valuations have reached highly speculative, frothy territory.
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City Different generated exceptional outperformance in Q3 2025 led by Tidewater and nuclear energy holdings, while warning that current AI valuations have reached highly speculative, frothy territory.