Recurve Capital, an investment management company, released its third-quarter 2025 investor letter. The composite rose moderately in the third quarter of 2025, returning +4% on a gross basis and +3% on a net basis compared to +8% return for the S&P 500 and +11% return for the Nasdaq. The AI theme gained momentum in late Q3, while many cyclical sectors of the market lagged. The letter focused on a thematic area of the investment process. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.
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