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.
Guinness Global Innovators posted a strong 21.9% return in 2024, driven by secular AI enablers. The managers upgraded the portfolio by cutting structurally weaker holdings and adding high-quality, recurring-revenue compounders to weather potential 2025 volatility.
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Guinness Global Innovators posted a strong 21.9% return in 2024, driven by secular AI enablers. The managers upgraded the portfolio by cutting structurally weaker holdings and adding high-quality, recurring-revenue compounders to weather potential 2025 volatility.
