Is Vision Capital Fund’s Investment Thesis for The Trade Desk (TTD) Aligned with The CEO’s Strategy?
Market Intelligence Analysis
AI-PoweredVision Capital Fund reported a 15.6% net return in the third quarter of 2025, outperforming the S&P 500's 14.8% return, and a cumulative return of 27.8% since its inception in October 2024.
Market impact analysis based on bullish sentiment with 69% confidence.
Article Context
Vision Capital Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned +15.6% net, YTD, compared to +14.8% for the S&P 500 for the same period. Since its inception on October 1, 2024, the fund has returned a cumulative of +27.8% net, […]
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