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.
Insider Monkey Blog
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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 ...
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 ...
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 ...
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 ...
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 ...
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”.
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”.
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”.
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”.
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”.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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...
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”.
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”.
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”.
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”.
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”.
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.
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.
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.
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.
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.
Riverwater Sustainable Value Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its "Sustainable Value Strategy" Q2 2026 investor letter.
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.
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.
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.
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.
Fenimore Dividend Focus Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
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.
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 ...
“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.
“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...
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 ...
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.
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.
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.
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...
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.
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.
Hedge Fund Resource Center
