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.
The strategy underperformed in Q4 due to market overreactions in tech and specific biotech dynamics, but the managers remain constructive on 2026 as small cap earnings growth begins to outpace large caps.
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The strategy underperformed in Q4 due to market overreactions in tech and specific biotech dynamics, but the managers remain constructive on 2026 as small cap earnings growth begins to outpace large caps.