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.
Despite facing historic headwinds from a speculative, low-quality market rally in 2025, Next Century Growth remains constructive on small-caps, citing an inflection in earnings growth and supportive Fed rate cuts.
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Despite facing historic headwinds from a speculative, low-quality market rally in 2025, Next Century Growth remains constructive on small-caps, citing an inflection in earnings growth and supportive Fed rate cuts.