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.
Osterweis Opportunity Fund outperformed its benchmark in Q4 2025 but lagged for the full year after avoiding speculative meme stocks. The manager is highly constructive on a return to fundamental-driven investing in 2026.
Full Quick Take
Osterweis Opportunity Fund outperformed its benchmark in Q4 2025 but lagged for the full year after avoiding speculative meme stocks. The manager is highly constructive on a return to fundamental-driven investing in 2026.
