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.
Immersion Investments delivered a strong 45.4% return in 2025 by running a concentrated small-cap portfolio, and is capitalizing on AI-driven tech volatility to buy high-quality, mispriced assets with asymmetric upside.
Full Quick Take
Immersion Investments delivered a strong 45.4% return in 2025 by running a concentrated small-cap portfolio, and is capitalizing on AI-driven tech volatility to buy high-quality, mispriced assets with asymmetric upside.
