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 ClearBridge Growth Strategy successfully outpaced its declining benchmark in Q4 2025 and outperformed by nearly 600 bps for the full year 2025 by employing a highly active, balanced stock-selection approach.
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The ClearBridge Growth Strategy successfully outpaced its declining benchmark in Q4 2025 and outperformed by nearly 600 bps for the full year 2025 by employing a highly active, balanced stock-selection approach.
The Invesco Small Cap Value Fund outperformed its benchmark in Q2 2025, capitalizing on market volatility to purchase undervalued small-caps with robust long-term upside to intrinsic value.
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The Invesco Small Cap Value Fund outperformed its benchmark in Q2 2025, capitalizing on market volatility to purchase undervalued small-caps with robust long-term upside to intrinsic value.
Ophir delivered outstanding performance in 2024 (returns of +21% to +45%) driven purely by exceptional stock selection. The managers are highly constructive on small caps heading into 2025, supported by a booming U.S. small business optimism index.
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Ophir delivered outstanding performance in 2024 (returns of +21% to +45%) driven purely by exceptional stock selection. The managers are highly constructive on small caps heading into 2025, supported by a booming U.S. small business optimism index.
