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 Alger Weatherbie Specialized Growth Fund underperformed its benchmark in Q3 2025 but remains highly constructive on secular digitization, AI infrastructure, and medical innovation tailwinds.
Full Quick Take
The Alger Weatherbie Specialized Growth Fund underperformed its benchmark in Q3 2025 but remains highly constructive on secular digitization, AI infrastructure, and medical innovation tailwinds.
The Kernow Portfolio slipped 0.4% in August, but highlighted significant fundamental progress and valuation upside in core longs Metro Bank and Secure Trust Bank, alongside highly successful short theses playing out.
Full Quick Take
The Kernow Portfolio slipped 0.4% in August, but highlighted significant fundamental progress and valuation upside in core longs Metro Bank and Secure Trust Bank, alongside highly successful short theses playing out.
