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.
Burke Wealth's Focused Growth returned 21.1% in Q2 2026, capitalizing on AI infrastructure dominance through Nvidia, memory shortage beneficiary Micron, and new datacenter power play Eaton. Manager sold Abbott and Lowe's on execution concerns and mortgage rate dependency, initiated Apollo on indiscriminate sell-off. Explores resource scarcity—power, memory, capital, talent—as AI's defining constraint. Portfolio's balance sheet strength positions it well as capital access tightens for weaker credits.
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Burke Wealth's Focused Growth returned 21.1% in Q2 2026, capitalizing on AI infrastructure dominance through Nvidia, memory shortage beneficiary Micron, and new datacenter power play Eaton. Manager sold Abbott and Lowe's on execution concerns and mortgage rate dependency, initiated Apollo on indiscriminate sell-off. Explores resource scarcity—power, memory, capital, talent—as AI's defining constraint. Portfolio's balance sheet strength positions it well as capital access tightens for weaker credits.
SGA's quality-growth EM strategy lagged the cyclical/momentum-driven index rally in Q4 and FY2025, but the portfolio now trades at its steepest relative valuation discount since inception, presenting a highly favorable entry point.
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SGA's quality-growth EM strategy lagged the cyclical/momentum-driven index rally in Q4 and FY2025, but the portfolio now trades at its steepest relative valuation discount since inception, presenting a highly favorable entry point.
Brookfield reports a highly active Q3 2025, driven by massive AI-infrastructure demand, a landmark $80 billion nuclear partnership with the U.S. government, and the full acquisition of Oaktree to consolidate its $350 billion credit business.
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Brookfield reports a highly active Q3 2025, driven by massive AI-infrastructure demand, a landmark $80 billion nuclear partnership with the U.S. government, and the full acquisition of Oaktree to consolidate its $350 billion credit business.
Brookfield Asset Management delivered record Q4 results with over $135B raised in 2024, driving an 18% increase in fee-bearing capital and a 15% dividend hike amidst secular tailwinds in AI, clean energy, and private credit.
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Brookfield Asset Management delivered record Q4 results with over $135B raised in 2024, driving an 18% increase in fee-bearing capital and a 15% dividend hike amidst secular tailwinds in AI, clean energy, and private credit.
