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.
Mar Vista's U.S. Quality strategy returned 12.71% net in Q2 2026, underperforming benchmarks as market leadership broadened beyond technology. The manager maintains conviction in high-quality businesses with durable competitive advantages, adding ASML and StandardAero while exiting Intuit. Artificial intelligence is transitioning from infrastructure spending to execution-driven returns. Despite geopolitical uncertainty and elevated valuations in certain areas, earnings growth and disciplined capital allocation should drive long-term outperformance for quality-focused investors.
Full Quick Take
Mar Vista's U.S. Quality strategy returned 12.71% net in Q2 2026, underperforming benchmarks as market leadership broadened beyond technology. The manager maintains conviction in high-quality businesses with durable competitive advantages, adding ASML and StandardAero while exiting Intuit. Artificial intelligence is transitioning from infrastructure spending to execution-driven returns. Despite geopolitical uncertainty and elevated valuations in certain areas, earnings growth and disciplined capital allocation should drive long-term outperformance for quality-focused investors.
Sharp Capital reflects on 15 years of Brazilian equity history, citing Mercado Livre, Equatorial, and WEG as prime examples of elite value creation through capital discipline and execution, while celebrating a strong 46% rebound for their flagship fund in 2025.
Full Quick Take
Sharp Capital reflects on 15 years of Brazilian equity history, citing Mercado Livre, Equatorial, and WEG as prime examples of elite value creation through capital discipline and execution, while celebrating a strong 46% rebound for their flagship fund in 2025.
