Failure of Novartis’ Pelacarsen Could Reshape the Lp(a) Race for CRISPR and Ionis
Novartis AG’s (NYSE:NVS) Phase 3 Lp(a)HORIZON setback carries implications beyond the Swiss drugmaker.
Insider Monkey Blog
Haleon is Buying Better Shelf Space, Can the Visibility Help it Against Procter & Gamble and Colgate-Palmolive?
Haleon plc (NYSE:HLN) is trying to win the US consumer-health market one shelf at a time. The Sensodyne and Advil owner has secured more prominent positions at Walmart Inc.
Titiminas Silver Reports Results from Twelve Additional Packsack Drill Holes at Madre Sierra Norte and Madre Sierra, Expanding High-Grade Silver Mineralization Across Multiple Vein Structures
LIMA, Peru, September 24th, 2026, FinanceWire Twelve drill holes completed between August and September 15, 2026, intersected mineralized structures in every hole, including a...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Bloom Energy Corporation (BE): A Critical Player in AI Buildout
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here.
Tran Capital Management Midcap Equity Strategy’s Q2 2026 Investor Letter
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”.
ZenaTech’s ZenaDrone Advances Defense-Focused Quantum Navigation System for GPS-Denied Operations to Drone Testing Phase
VANCOUVER, British Columbia, September 24th, 2026, FinanceWire ZenaTech, Inc.
BaazEX Enters the Asian Trading Market With a New Approach to Online Forex Trading.
Victoria, Seychelles, September 23rd, 2026, FinanceWire Baazex Expands Its Presence in Asian Trading Markets with a Clearer Approach to Online Forex Trading.
Forex Expo Dubai 2026 Breaks Guinness World Record Again With 23,816 Attendees
Dubai, UAE, September 24th, 2026, FinanceWire A record-breaking turnout highlights the strength of Dubai’s forex and online trading community amid regional uncertainty.
STARTRADER Named Best Fintech Forex Broker at Forex Expo Dubai 2026
Dubai, UAE, September 24th, 2026, FinanceWire The award, presented at the ninth edition of the region's leading trading gathering, caps a year of continuous product expansion.
Streamex Converts Interest Into Capital as GLDY Investment Strategy Secures $1M+ Institutional Allocation
Miami, FL, September 24th, 2026, FinanceWire A Metalayer Capital strategy backed by an initial institutional allocation uses GLDY as the long leg of a delta-neutral gold trade...
Four Small-Cap Stocks Report New Developments (CHGA, QNRX, MYSE, LNKS)
Naples, United States, September 24th, 2026, FinanceWire Change Agents Corp.
Taiwan Semiconductor (TSM): The Key Enabler of AI Chips and a Durable Long-Term Share Gainer
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Palo Alto Networks (PANW) is Strengthening from Enterprise Security Consolidation Amid Rising AI Threats
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Critical Role of ARM Holdings (ARM) In Powering the Next Wave of Agentic AI
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Tran Capital Management Multi Cap Growth Strategy’s Q2 2026 Investor Letter
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”.
Buffalo Mid Cap Discovery Fund’s Q2 2026 Investor Letter
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Dodge and Cox’s Bullish Stance on Thermo Fisher Scientific (TMO)
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
Visa (V): A High Margin Company with Long-Term Growth Potential
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
What Makes KKR (KKR) an Investment Bet?
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”.
Dodge and Cox Stock Fund’s Q2 2026 Investor Letter
Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. U.S.
Kulicke & Soffa Industries (KLIC): A Powerful Inflection in Profitability Is Underway
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Avnet’s (AVT) Triple Drivers for Continued Profit Expansion
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Operating Leverage and Product Innovation Drive LivaNova’s(LIVN) Sustained Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Buckle (BKE) Approves Quarterly Distribution for Shareholders: What Backs the Payout
The Buckle Inc. (NYSE:BKE) approved a quarterly dividend payout of $0.35 per share, during its board meeting on September 14.
What Is Improving Essential Properties Realty Trust’s (EPRT) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Several Factors Supports Micron Technology’s (MU) Strengthening Earnings Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Applied Materials (AMAT) Continues to Benefit from Surging AI-Driven Demand
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Snowflake’s (SNOW) Profit Outlook Strengthens as Product Adoption Accelerates
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Abbott Laboratories (ABT) is Facing Segment Competition and Sluggish Nutrition Recovery
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Sales Growth and Margin Expansion Improve Amer Sports’ (AS) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
How Is Nordson (NDSN) Positioned for This Next Chapter of Semiconductor Growth
Despite being highly cyclical, the broader semiconductor market is currently on a long-term growth trajectory, fueled by factors that are beyond any specific underlying segment...
Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Tributary Capital Management Multi Cap Core Equity Strategy’s Q2 2026 Investor Letter
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”.
How H World Group Limited (HTHT) Captures China’s Domestic Lodging Expansion?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of...
Emerald Wealth Partners Added Booking Holdings (BKNG) as AI Creates New Growth Opportunities
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Fortinet (FTNT) is Positioned to Benefit From an Expanding Cybersecurity Market and AI Adoption
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Emerald Wealth Partners – Growth Equity Strategy’s Q2 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
MDA Space (MDA) Targets Defence SATCOM With AURORA BLACK — Can It Strengthen the Growth Story?
MDA Space Ltd. (NYSE:MDA) has expanded its MDA AURORA product line, which includes software-defined satellite solutions.
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track.
Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity
The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform.
Marcus & Millichap (MMI) Arranges $75.1M Monroe Hotel Recapitalization. Can IPA Win More Complex Deals?
Institutional Property Advisors (IPA), a division of Marcus & Millichap (NYSE:MMI), is reinforcing its expertise in structuring complex multisource financing arrangements for ...
Uranium Royalty (UROY) Posts Strong Q1, But One-Off Gains Complicate the Earnings Picture
Uranium Royalty Corp. (NASDAQ:UROY) reported its first quarter FY27 results on September 14.
On Holding Just Poached One Of Football’s Biggest Star From NIKE— And Wall Street Is Paying Attention
For nearly two decades, Kylian Mbappé has worn NIKE, Inc. (NYSE:NKE).
AMD Just Joined the Trillion-Dollar Club. Is the Stock Still a Buy, or Is This the Top?
Advanced Micro Devices, Inc.
How PicPay’s (PICS) Kovr Acquisition and Estrutural Stake Support Its Insurance Strategy
Acquisition of Kovr Participações S.A.
Tigress Raises Alphabet (GOOGL) Price Target to $485 as AI Fuels Growth. Can the Momentum Last?
AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses.
Intuit (INTU) Bets on AI and Big Bets. Can They Offset Slower Growth?
Intuit Inc. (NASDAQ:INTU) used its Investor Day to reinforce its long-term growth strategy rather than introduce a major change to its financial outlook.
CooperCompanies (COO) Keeps CooperSurgical and Expands Buybacks. What Did the Strategic Review Reveal?
With marginal growth across key metrics during the third quarter, The Cooper Companies Inc.
ServiceTitan (TTAN) Gains a Roofing Proof Point With Canopy. Can It Scale?
Canopy Services is leveraging ServiceTitan Inc.’s (NASDAQ:TTAN) end-to-end roofing capabilities for its growing portfolico of roofing brands.
Hedge Fund Resource Center
