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 a highly speculative 3Q25 that favored unprofitable small caps, but maintains a constructive, long-term bullish stance on quality small-cap growth driven by attractive valuations and a supportive Fed rate-cutting cycle.
Full Quick Take
NCG underperformed in a highly speculative 3Q25 that favored unprofitable small caps, but maintains a constructive, long-term bullish stance on quality small-cap growth driven by attractive valuations and a supportive Fed rate-cutting cycle.
