Hedge Fund Investor Letters Q2 2025
We will be sharing Q2 2025 hedge fund investor letters in this article.
Hedge Fund Investor Letters
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.
ONEOK (OKE) Slid on Softening of the Oil Price Outlook
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Constellation Energy (CEG) Surged on Renewed Optimism on Data Center Deals
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Clearbridge Investments Global Infrastructure Income Strategy Q2 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Right Tail Capital Decided to Hold a Small Portion of Insight Enterprises (NSIT)
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital Sold Norfolk Southern Corporation (NSC) for Better Opportunities
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital Sold IAC Communications (IAC) Due to Concerns Over Business Viability
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Right Tail Capital Exited Its Position in The Charles Schwab Corporation (SCHW) in 2023
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital’s Q2 2025 Investor Letter
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter.
Longriver Partners Fund’s Views on Advanced Micro Devices (AMD)
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund’s Comment on NVIDIA (NVDA)
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Analyzing Microsoft Corporation’s (MSFT) Strategic Journey in AI Revolution
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund: Taiwan Semiconductor Manufacturing Company Limited (TSM) Remains the Lynchpin of the AI Compute Stack
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meta Platforms’ (META) AI Journey of Success and Turbulence
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund’s Q2 2025 Investor Letter
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter.
What Makes Newmont Corporation (NEM) an Investment Option?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Clearbridge Value Strategy Exited Its Position in PepsiCo (PEP)
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Will Talen Energy Corporation (TLN) Benefit from Continued AI Development?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Should You Anticipate Higher Growth Potential in The Walt Disney Company (DIS) Compared to Its Peers?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Here’s What Fueled Vistra Corp.’s (VST) Strong Performance
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
ClearBridge Investments Value Strategy’s Q2 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
KKR (KKR) Took a Breath After Two Strong Years
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Copart (CPRT) Fell After the Announcement of Quarterly Results
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. A copy of the letter can be downloaded here.
SVN Capital Fund’s Q2 2025 Investor Letter
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. The fund returned +6.26% net in the first half of 2025.
