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.
Brighton Jones advises a globally diversified asset allocation strategy, emphasizing that long-term disciplined positioning outperforms speculative market timing. In 2025, international equities led performance while the yield curve normalized, signaling a clear incentive to move excess cash into extended-maturity bonds and fundamentally-weighted value equities to navigate elevated US mega-cap valuations.
Full Quick Take
Brighton Jones advises a globally diversified asset allocation strategy, emphasizing that long-term disciplined positioning outperforms speculative market timing. In 2025, international equities led performance while the yield curve normalized, signaling a clear incentive to move excess cash into extended-maturity bonds and fundamentally-weighted value equities to navigate elevated US mega-cap valuations.
Prosper Stars & Stripes posted a strong +9.6% net return in Q2 2025, showing active long outperformance and maintaining a constructive outlook bolstered by tax incentives and pending rate cuts.
Full Quick Take
Prosper Stars & Stripes posted a strong +9.6% net return in Q2 2025, showing active long outperformance and maintaining a constructive outlook bolstered by tax incentives and pending rate cuts.
