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 Investigator Trust delivered an 8.8% FY return, remaining highly defensive with over 52% of the fund in cash, gold, and Australian bonds due to severe US debt and valuation worries. It is rotating capital from the US into cheap Asian tech and deeply undervalued global energy majors.
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The Investigator Trust delivered an 8.8% FY return, remaining highly defensive with over 52% of the fund in cash, gold, and Australian bonds due to severe US debt and valuation worries. It is rotating capital from the US into cheap Asian tech and deeply undervalued global energy majors.
The Madison Mid Cap Fund climbed 5.2% in Q2 2025, underperforming its benchmark. The fund actively reallocated capital, divesting completely from Dollar Tree and Brown-Forman due to tariff and secular risks while initiating a new position in Medpace Holdings.
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The Madison Mid Cap Fund climbed 5.2% in Q2 2025, underperforming its benchmark. The fund actively reallocated capital, divesting completely from Dollar Tree and Brown-Forman due to tariff and secular risks while initiating a new position in Medpace Holdings.
Columbia Global Technology Growth Fund outperformed its benchmark in Q2 2025 with a 24.81% return, driven by dominant AI holdings like Nvidia and Broadcom. Despite macro tariff risks, the managers view AI as an early-stage, multi-decade secular growth engine.
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Columbia Global Technology Growth Fund outperformed its benchmark in Q2 2025 with a 24.81% return, driven by dominant AI holdings like Nvidia and Broadcom. Despite macro tariff risks, the managers view AI as an early-stage, multi-decade secular growth engine.
