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.
Parnassus Core Equity Fund underperformed in 1Q26 due to Health Care exposure and zero energy holdings, but continues to reposition the portfolio toward durable physical assets to mitigate AI disruption risks.
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Parnassus Core Equity Fund underperformed in 1Q26 due to Health Care exposure and zero energy holdings, but continues to reposition the portfolio toward durable physical assets to mitigate AI disruption risks.
Tactile Fund delivered a strong 20.5% return in 2025 by focusing on high-quality physical assets that hedge against inflation, dollar devaluation, and AI disruption.
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Tactile Fund delivered a strong 20.5% return in 2025 by focusing on high-quality physical assets that hedge against inflation, dollar devaluation, and AI disruption.
