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.
NCG underperformed in 3Q25 due to a speculative run in low-quality small-cap stocks, but maintains its strict discipline in high-quality growth companies, seeing significant long-term value in historically cheap small caps.
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NCG underperformed in 3Q25 due to a speculative run in low-quality small-cap stocks, but maintains its strict discipline in high-quality growth companies, seeing significant long-term value in historically cheap small caps.
