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.
VT Holland Advisors Equity Fund runs a highly concentrated, high-active-share portfolio targeting 15% annual compounding by investing alongside founder-owners of outstanding business franchises.
Full Quick Take
VT Holland Advisors Equity Fund runs a highly concentrated, high-active-share portfolio targeting 15% annual compounding by investing alongside founder-owners of outstanding business franchises.
The VT Holland Advisors Equity Fund returned 6.71% YTD through June 2025, taking advantage of market volatility to add to TSMC and Greenbrick while initiating new positions in PDD and Rosebank. The fund highlights its core investment in Nu Holdings, a high-conviction digital banking disruptor with massive global growth potential.
Full Quick Take
The VT Holland Advisors Equity Fund returned 6.71% YTD through June 2025, taking advantage of market volatility to add to TSMC and Greenbrick while initiating new positions in PDD and Rosebank. The fund highlights its core investment in Nu Holdings, a high-conviction digital banking disruptor with massive global growth potential.
