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.
NCG faced relative performance headwinds in 2025 as low-quality and unprofitable companies led a speculative rally, but they remain committed to high-quality growth and see strong fundamental and macroeconomic tailwinds heading into 2026.
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NCG faced relative performance headwinds in 2025 as low-quality and unprofitable companies led a speculative rally, but they remain committed to high-quality growth and see strong fundamental and macroeconomic tailwinds heading into 2026.
