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 fund delivered strong outperformance in Q2 2025 returning 13.91% against the benchmark's 11.97%, fueled by Industrials and Technology, while strategically initiating new positions to leverage infrastructure and online consumer trends.
Full Quick Take
The fund delivered strong outperformance in Q2 2025 returning 13.91% against the benchmark's 11.97%, fueled by Industrials and Technology, while strategically initiating new positions to leverage infrastructure and online consumer trends.
