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.
Constructive on resilient mid-cap growth leaders exposed to early-stage optical AI infrastructure and enterprise observability, initiating $LITE and $CRDO while exiting $RRX and $IONS amid monetary tightening and multiple compression.
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Constructive on resilient mid-cap growth leaders exposed to early-stage optical AI infrastructure and enterprise observability, initiating $LITE and $CRDO while exiting $RRX and $IONS amid monetary tightening and multiple compression.
Old West sees AI infrastructure buildout creating a new industrial revolution where power delivery is the critical constraint. Positioned in power semiconductors, natural gas, coal, uranium, and optical networking.
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Old West sees AI infrastructure buildout creating a new industrial revolution where power delivery is the critical constraint. Positioned in power semiconductors, natural gas, coal, uranium, and optical networking.
Outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings.
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Outperforming falling benchmarks. Despite severe geopolitical disruptions in the Middle East, the fund was insulated by idiosyncratic capital recycling catalysts and robust Latin American bank earnings.
WS Amati Global Innovation Fund capitalized on AI infrastructure and biotech gains in Q4 2025, actively purchasing underpriced growth names like Fabrinet and H.U. Group while defending software, defense, and vision positions amidst short-term volatility.
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WS Amati Global Innovation Fund capitalized on AI infrastructure and biotech gains in Q4 2025, actively purchasing underpriced growth names like Fabrinet and H.U. Group while defending software, defense, and vision positions amidst short-term volatility.