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.
Brown Advisory Mid-Cap Growth returned 16.0% gross in Q2 2025, underperforming its benchmark's 18.2% return due to zero exposure to mega-cap contributor Palantir. The manager remains constructive, adding Cloudflare, Comfort Systems, and Voyager while recycling capital out of fully valued or high-tariff-risk names.
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Brown Advisory Mid-Cap Growth returned 16.0% gross in Q2 2025, underperforming its benchmark's 18.2% return due to zero exposure to mega-cap contributor Palantir. The manager remains constructive, adding Cloudflare, Comfort Systems, and Voyager while recycling capital out of fully valued or high-tariff-risk names.
