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.
NZS Growth Equity delivered a strong +19.39% net return in Q2 2025, significantly beating its index, and actively reallocated capital into new names like Ingersoll Rand and Quanta Services while highlighting Toast as a core asymmetric compounder.
Full Quick Take
NZS Growth Equity delivered a strong +19.39% net return in Q2 2025, significantly beating its index, and actively reallocated capital into new names like Ingersoll Rand and Quanta Services while highlighting Toast as a core asymmetric compounder.