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Hedge Funds

Portfolio Management Investor Letters Hedge Fund Portfolios Pershing Square Capital Management CrowdStrike Holdings, Inc. Phreesia, Inc. Holdings Market Sentiment Convertible Arbitrage Investment Strategies Stock Performance Institutional Investors Stock Holdings Investment Trends

Aristotle Small‑Cap Fund Reports Q2 Lag, Rebalances Into Advanced Manufacturing and Financials

Management says structural trends could lift small‑cap earnings into late 2026 and 2027.

Pershing Square Reenters Netflix With 4.9% Stake

Sycamore Says Two Energy Stocks Drove Q2 Mid‑Cap Value Underperformance

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Vertiv Posts Strong AI‑Data‑Center Results as Investors Question Rich Valuation

London Company Letters Show Large‑Cap Outperformance and Small‑Mid Slump After Iran Shock

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

Carillon Mid-Cap Growth Fund’s Q1 Letter Details Value’s Edge and Backs Roblox, Teradyne

Parnassus Mid Cap Fund Details Q4 Outperformance and Defensive Repositioning

Pzena Global Small-Cap Value Strategy Trails Benchmark in Q4 as AAP, Adient Weigh

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance