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Insider Monkey Blog

Corteva (CTVA) Bets On A Belgian Partner For Crop Protection’s Next Act – Corrected

On September 9, Corteva (NYSE:CTVA) and Belgium's Globachem N.V.

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September 21 - Hedge Funds, News

Hedge Fund Investor Letters Q2 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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September 21 - Hedge Fund Investor Letters, News

Despite Sale, Baron Capital Maintains Outlook on Ventas (VTR)

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 21 - Hedge Fund Investor Letters, News

What Makes Curbline Properties (CURB) an Attractive Bet? 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 21 - Hedge Fund Investor Letters, News

Here’s What Pressured Vail Resorts (MTN) in Q2

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 21 - Hedge Fund Investor Letters, News

This Fund Exits American Healthcare REIT (AHR) Despite Bullish Outlook

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 21 - Hedge Fund Investor Letters, News

Baron Capital Sees Blackstone Mortgage Trust (BXMT) as a Compelling Opportunity

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 21 - Hedge Fund Investor Letters, News

Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

SiTime Corporation (SITM) Surged on Strong AI data center demand

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Here’s What Lifted BrightSpring Health Services (BTSG)

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

AI build-out Strengthens Credo Technology Group Holding Ltd (CRDO)

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Applied Optoelectronics (AAOI): Hyperscaler Capex Surge Fuels Unprecedented Demand for Optical Infrastructure

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Seabridge Gold Inc. (SA) Spun Off a Major Gold Asset: Why Kopernik Sees More Upside

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Mosaic Co. (MOS) Was Just Added to the Portfolio: Why the Fertilizer Stock Looks Undervalued

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Northern Dynasty Minerals Ltd. (NAK) Gained 36.3% in Q2: The Alaska Gold-Copper Opportunity

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Franklin Resources (BEN) Surged 47.3% in Q2: Why Investors Took Notice

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Molina Healthcare (MOH) Jumped 70.7% in Q2: Why the Stock Rally Was Enough to Sell

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Range Resources (RRC) Slid 17.2% in Q2: Why the Natural Gas Stock Still Looks Attractive

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Nutrien (NTR) Dropped 15.4% in Q2: Why the Fertilizer Stock Could Be a Bargain

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

NovaGold Resources (NG) Plunged 36.9%: Is the Gold Stock Now Undervalued?

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Sibanye Stillwater Ltd. (SBSW) Fell 29.3% in Q2: Why the Stock Could Be Worth Watching

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

From Korean Chipmakers to Leveraged Semiconductor ETFs: STARTRADER Launches 49 New 24/7 Stock and ETF CFDs

Port Louis, Mauritius, September 21st, 2026, FinanceWire Available from September 18, 2026, the expansion adds 30 US stocks, 14 ETFs, and five USD-quoted foreign shares, tradable...

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September 21 - Press Releases

Aggressive Store Additions Challenge Black Rock Coffee Bar’s (BRCB) Long-Term Expansion Thesis

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Short Seller Reports Drag Ensign Group (ENSG) Down

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Should You Be Bullish on Fastly (FSLY)?

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Below-Expected Earnings Pressured Shake Shack (SHAK) in Q2

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

Carillon Eagle Small Cap Growth Fund’s Q2 2026 Investor Letter

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”.

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September 21 - Hedge Fund Investor Letters, News

SanDisk Corp’s (SNDK) Impact on Small/Mid Cap Returns

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Veeco Instruments (VECO): Results Far Exceed Expectations Amid Memory Capacity Boom

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

This Strategy Sees Value in Methanex (MEOH) Despite a Near-Term Cash Flow Pullback

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

How Montgomery v. Caribe Supercharges Knight-Swift’s (KNX) Scale Advantage

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Here’s Why This Strategy Decided to Exit Charles River Laboratories (CRL)

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.

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September 21 - Hedge Fund Investor Letters, News

Riverwater Sustainable Value Strategy’s Q2 2026 Investor Letter

Riverwater Partners, an investment management company, released its "Sustainable Value Strategy" Q2 2026 investor letter.

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September 21 - Hedge Fund Investor Letters, News

Tokenized Equities and AI Disruption Threaten Broadridge Financial Solutions’ (BR) Market Share

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 21 - Hedge Fund Investor Letters, News

Jack Henry & Associates (JKHY): Why Disruption Risks Appear Overstated

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 21 - Hedge Fund Investor Letters, News

Motorola Solutions (MSI) Powering Essential Communications for First Responders

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 21 - Hedge Fund Investor Letters, News

Fenimore Bets on NASDAQ’s (NDAQ) Non-Transactional Revenue Streams

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 21 - Hedge Fund Investor Letters, News

Fenimore Dividend Focus Strategy’s Q2 2026 Investor Letter

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.

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September 21 - Hedge Fund Investor Letters, News

Four Launches From 100: Rocket Lab Gets a Bullish New Call, With Iridium and Mynaric Along for the Ride

Rocket Lab Corporation (NASDAQ:RKLB) is approaching a milestone, and Wall Street recently offered it a new vote of confidence that extends beyond the company's own rockets.

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September 21 - Hedge Funds, News

Boeing and Lockheed Martin Both Cash In on the Pentagon’s Contract Calendar

On September 14, the Pentagon announced nearly $1.9 billion in contract awards and potential contract value involving two of its largest prime contractors, showing how the US ...

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September 21 - Hedge Funds, News

“Who Can Imagine What Action One Might Take”: Musk’s Latest Non-Answer Sends Tesla and SpaceX Higher

Elon Musk seems to have developed a pattern: when asked explicitly whether he plans to potentially merge Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp.

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September 21 - Hedge Funds, News

“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare

When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the...

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September 21 - Hedge Funds, News

Same Conference, Same Day, Same Bet: Chevron and ExxonMobil Double Down on LNG

Two of America's leading energy companies chose the same week, the same city, and virtually the same stage to make the same bet: that the world's demand for liquefied natural ...

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September 21 - Hedge Funds, News

Jim Cramer on Hub Group (HUBG): “Got to Wait Till Oil Calms Down”

Inquiring about Hub Group, Inc. (NASDAQ:HUBG), a caller asked if it is a buy right now during the lightning round of the September 16 episode of Mad Money.

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September 21 - Hedge Funds, News

H World (HTHT) Cleared Its $2B Promise Early, Then Topped It

On August 17, H World Group (NASDAQ:HTHT) said it had wrapped up its 2024 commitment to return $2 billion to shareholders ahead of schedule. Then it approved a bigger one.

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September 21 - Hedge Funds, News

Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25.

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September 21 - Hedge Funds, News

A Cyber Intelligence Veteran Now Runs Masco’s (MAS) AI Agenda

On September 15, Masco Corporation (NYSE:MAS) gave technology its own seat on the Executive Committee, creating a Chief Technology and AI Officer role and filling it with Yaron...

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September 21 - Hedge Funds, News

Textron (TXT) Unveils a Cargo Plane Concept That Needs No Pilot

On September 14, Textron (NYSE:TXT) unit Textron Aviation and Merlin, an autonomous flight software company, introduced a cargo plane concept with nobody at the controls.

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September 21 - Hedge Funds, News

Ares Capital (ARCC) Raised $750M Through 2033 Notes. Should Dividend Fans Care?

On September 8, Ares Capital (NASDAQ:ARCC) priced $750 million of unsecured notes paying 6.250% and maturing on September 15, 2033.

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September 21 - Hedge Funds, News

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