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.
Tweedy, Browne navigated currency headwinds to post positive Q2 absolute returns, continuing to pivot capital from high-performing defense positions into deeply discounted non-US small and mid-cap compounders.
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Tweedy, Browne navigated currency headwinds to post positive Q2 absolute returns, continuing to pivot capital from high-performing defense positions into deeply discounted non-US small and mid-cap compounders.
Beating its benchmark by 1,208 bps through effective stock selection. Constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.
Full Quick Take
Beating its benchmark by 1,208 bps through effective stock selection. Constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.