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.
A performance update for Q2 2025 highlighting lessons learned in disciplined position sizing from Computer Modelling Group, alongside a robust defense of quality recurring revenue businesses against AI disruption fears.
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A performance update for Q2 2025 highlighting lessons learned in disciplined position sizing from Computer Modelling Group, alongside a robust defense of quality recurring revenue businesses against AI disruption fears.