Hedge Fund Investor Letters Q2 2025
We will be sharing Q2 2025 hedge fund investor letters in this article.
Hedge Fund Investor Letters
Evaluating Flagstar Financial’s (FLG) Recovery and Potential Growth
Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Black Bear Value Partners’ Updates on Warrior Met Coal (HCC)
Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Core Natural Resources (CNR) Poised for a Future Upside?
Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Builders FirstSource’s (BLDR) Long-Term Strategy?
Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Black Bear Value Fund’s Q2 2025 Investor Letter
Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter.
Here’s Why Becton, Dickinson and Company (BDX) Traded Lower in Q2
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” second quarter 2025 investor letter.
What Makes Hubbell (HUBB) a Quality Value Position?
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” second quarter 2025 investor letter.
What Makes Everest Group LTD (EG) an Investment Bet?
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” second quarter 2025 investor letter.
Heartland Advisors Mid Cap Value Fund’s Q2 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” second quarter 2025 investor letter.
Dentsply Sirona’s (XRAY) Long Road to Recovery Amid Economic Challenges
Heartland Advisors, an investment management company, released its “Heartland Value Fund” second quarter 2025 investor letter.
Here’s Heartland Value Fund’s Comment on Photronics (PLAB)
Heartland Advisors, an investment management company, released its “Heartland Value Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Quaker Chemical Corp. (KWR) is Relatively Less Exposed to Tariff
Heartland Advisors, an investment management company, released its “Heartland Value Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Heartland Advisors Value Fund’s Q2 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Value Fund” second quarter 2025 investor letter.
Silicon Motion Technology Corp. (SIMO) Rose More Than 70% in Q2
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” second quarter 2025 investor letter.
Here’s Heartland Value Plus Fund’s Views on Envista Holdings Corp. (NVST)
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” second quarter 2025 investor letter.
Here’s Heartland Value Plus Fund’s Updates on Gates Industrial Corporation plc (GTES)
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” second quarter 2025 investor letter.
Heartland Advisors Value Plus Fund’s Q2 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” second quarter 2025 investor letter.
What Makes Uber Technologies (UBER) a Great Business to Invest in?
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here.
Is West Pharmaceutical Services (WST) a Great Business Unfairly Sold Off by the Market?
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Q2 2025 Investor Letter
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter.
Missing Earnings Impacted Cogent Communications Holdings (CCOI) Share Price
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphyn Capital Management Sold Its Stake in Oaktree Specialty Lending Corporation (OCSL)
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Fairfax Financial Holdings Limited (FRFHF) Achieved Significant Growth Through Strategic Underwriting and Investment
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Brookfield Corporation (BN) Reported Strong Growth in Q2
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphyn Capital Management Exited CarMax (KMX) as Share Price Stagnated
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Kingsway Financial Services (KFS) Targets Aggressive Growth Through Strategic Acquisitions
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphyn Capital Management’s Comments on Amazon.com (AMZN)
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why KKR & Co. (KKR) Shares Fell in Q2
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphyn Capital Management’s Q2 2025 Investor Letter
Alphyn Capital Management, an investment management firm, released its second-quarter 2025 investor letter.
Mar Vista Investment Sold Fanuc Corporation (FANUY) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista Global Quality Strategy” second-quarter 2025 investor letter.
NVIDIA (NVDA) Rebounded from the Previous Lows
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista Global Quality Strategy” second-quarter 2025 investor letter.
Mar Vista Global Quality Strategy’s Q2 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista Global Quality Strategy” second-quarter 2025 investor letter.
Howmet Aerospace (HWM): A Resilient Player in Aerospace and Defense
Ashva Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Credo Technology (CRDO) a Good Investment?
Ashva Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here.
Ashva Capital Management: “We See Robinhood Markets (HOOD) as a Trojan Horse in Retail Finance”
Ashva Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here.
Ashva Capital Management’s Q2 2025 Investor Letter
Ashva Capital Management, an investment management company, released its Q2 2025 investor letter.
Amazon.com (AMZN) Faces Challenges in AI Leadership
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Berkshire Hathaway Declined 9% in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2025 investor letter.
Oracle Corporation’s (ORCL) Long-Term Investments Are Paying Off
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2025 investor letter.
Mar Vista U.S. Quality Strategy’s Q2 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2025 investor letter.
What Gives Apple (AAPL) a Competitive Edge?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Johnson & Johnson (JNJ) Declined Amid Broad Sell-Off in Healthcare
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Meta Platforms (META) Surpassed Investor Expectations in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Improved Demand for Azure Services Boosted Microsoft (MSFT) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Broadcom (AVGO) Rebounded from Q1 Decline
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Here’s Why Mettler Toledo’s (MTD) Stock Declined in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
What Makes GE Aerospace (GE) a Lucrative Investment?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Mar Vista’s U.S. Quality Premier Strategy’s Q2 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Here’s Why Pembina Pipeline (PBA) Declined in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
