Peterson Investment Fund I’s Q2 2025 Investor Letter

Peterson Investment, an investment management firm, released its “Peterson Investment Fund I” second-quarter 2025 investor letter. During the quarter, the fund declined by 10.1%, compared with a 10.9% gain in the S&P 500 including dividends. Despite the short-term setback, Peterson Investment Fund I remains ahead on a year-to-date basis, returning 13.6% net to investors versus the S&P 500’s 6.2% return. Looking further back, the firm highlighted its long-term record of compounding capital. Since its inception nearly 13.75 years ago, the fund has transformed a $1 million initial investment into $4.2 million net of fees, equating to an annualized return of 10.9%. Management emphasized that this enduring double-digit performance reflects the strength of its disciplined, value-based, and research-driven strategy, as well as its continued focus on alignment with investor interests. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

A copy of Peterson Investment Fund’s Q2 2025 investor letter is available for download here.