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 BBH Mid Cap Fund returned 5.44% in Q2 2025, lagging the index. The manager actively rotated capital from tariff-exposed names to double down on high-quality companies whose valuations were overly punished by temporary policy and funding headwinds.
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The BBH Mid Cap Fund returned 5.44% in Q2 2025, lagging the index. The manager actively rotated capital from tariff-exposed names to double down on high-quality companies whose valuations were overly punished by temporary policy and funding headwinds.
Mar Vista's U.S. Quality strategy posted an impressive 12.40% net return in Q2 2025, beating benchmarks thanks to AI leaders, while proactively trimming selected positions and warning of a volatile, tariff-pressured second half.
Full Quick Take
Mar Vista's U.S. Quality strategy posted an impressive 12.40% net return in Q2 2025, beating benchmarks thanks to AI leaders, while proactively trimming selected positions and warning of a volatile, tariff-pressured second half.
