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.
Mar Vista's U.S. Quality strategy posted a -7.24% return in Q1 2026 amid macro headwinds. The manager is actively executing a significant portfolio transition, shedding SaaS names disrupted by AI and rotating capital into secular winners in power infrastructure and defensive services.
Full Quick Take
Mar Vista's U.S. Quality strategy posted a -7.24% return in Q1 2026 amid macro headwinds. The manager is actively executing a significant portfolio transition, shedding SaaS names disrupted by AI and rotating capital into secular winners in power infrastructure and defensive services.
SaltLight marks its 10th anniversary by applying its Expected Value framework to the AI landscape, shifting capital from mega-cap hyperscalers to NVIDIA, while capitalizing on South African telecom mispricings via the Cell C IPO.
Full Quick Take
SaltLight marks its 10th anniversary by applying its Expected Value framework to the AI landscape, shifting capital from mega-cap hyperscalers to NVIDIA, while capitalizing on South African telecom mispricings via the Cell C IPO.
