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Latest reporting and analysis tagged with Quarterly Reports.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The fund highlighted its position in AerCap Holdings, which closed at $141.84 per share on January 14, 2026.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The letter highlighted Jacobs Solutions Inc., noting the firm increased its position after viewing share price weakness as unjustified.