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.
Better Capital reviews its 2025 performance as a $100M+ Solo GP pre-seed fund, outlining successful thesis areas in OaaS and Quick Commerce, while refining its risk approach and doubling down on AI-first opportunities for 2026.
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Better Capital reviews its 2025 performance as a $100M+ Solo GP pre-seed fund, outlining successful thesis areas in OaaS and Quick Commerce, while refining its risk approach and doubling down on AI-first opportunities for 2026.
The Baron Emerging Markets Fund gained 15.39% in Q2 2025, outperforming its benchmark due to strong positioning in Korean industrials and Indian financials, while tactically reducing exposure to China.
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The Baron Emerging Markets Fund gained 15.39% in Q2 2025, outperforming its benchmark due to strong positioning in Korean industrials and Indian financials, while tactically reducing exposure to China.
2Point2 Capital argues high-growth sectors often destroy rather than create investor value due to intense competition and overvaluation. The fund maintains concentrated value investing approach, avoiding speculative bubbles in quick commerce, solar, and defense sectors trading at extreme multiples. Focus remains on companies with durable moats and valuation discipline over growth narratives.
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2Point2 Capital argues high-growth sectors often destroy rather than create investor value due to intense competition and overvaluation. The fund maintains concentrated value investing approach, avoiding speculative bubbles in quick commerce, solar, and defense sectors trading at extreme multiples. Focus remains on companies with durable moats and valuation discipline over growth narratives.
Better Capital's 2024 annual letter highlights strong ARR maturation across its portfolio despite a tough seed/Series A climate, while outlining critical AI and Quick Commerce themes for 2025 and recommitting to its Day 0 investment roots.
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Better Capital's 2024 annual letter highlights strong ARR maturation across its portfolio despite a tough seed/Series A climate, while outlining critical AI and Quick Commerce themes for 2025 and recommitting to its Day 0 investment roots.
