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Insider Monkey Blog

Microsoft Corporation (MSFT) Delivers Strong Azure Growth as AI Demand Exceeds Supply

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

SAP SE (SAP) Could Benefit From AI Integration as Cloud Growth Accelerates, Janus Henderson Says

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Janus Henderson Exits Aptiv PLC (APTV) After Disappointing Results and Lowered Guidance

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Nextpower Inc. (NXT) Faces Revenue Headwinds, but Janus Henderson Maintains Its Long-Term Bullish View

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Why Janus Henderson Global Sustainable Equity Fund Added APi Group Corporation (APG) to Its Portfolio

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Janus Henderson Sees AI Infrastructure Opportunity in F5, Inc. (FFIV) as Enterprise Demand Grows

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Remains Invested in Sprouts Farmers Market, Inc. (SFM)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Remains Cautious About Adding to Upbound Group (UPBD)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Sees Value in Terex Corporation (TEX)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Added Simpson Manufacturing Co. (SSD) to Its Portfolio

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Sees Value in Teleflex Incorporated (TFX) After Its Turnaround

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

TELUS Corporation (TU) Slashes Dividend by 55% as Shares Slide, Bristol Gate Notes

Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.

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November 2 - Hedge Fund Investor Letters, News

Shopify Inc. (SHOP) Surges 30% as Revenue Climbs 34%, Bristol Gate Highlights Market Concentration

Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.

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November 2 - Hedge Fund Investor Letters, News

Why Bristol Gate Canadian Equity Strategy Bought OR Royalties Inc. (OR) After Gold’s Pullback

Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.

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November 2 - Hedge Fund Investor Letters, News

Here’s Why Janus Henderson is Bullish On Meta Platforms, Inc. (META)

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Initiates a New Position in Hayward Holdings (HAYW)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Adds More Shares of JBT Marel Corporation (JBTM)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

T1 Energy Inc. (TE) Weighed on Clough Capital’s Portfolio in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Bets on FTI Consulting, Inc. (FCN) at 15 Times Earnings

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Initiated a Position in Flowco Holdings Inc. (FLOC)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Sells Its Position in Everus Construction Group, Inc. (ECG)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Significantly Reduces Its Stake in Ducommun Incorporated (DCO)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Cuts Its Position in Littelfuse, Inc. (LFUS) After a Major Rally

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Is Trimming Its Stake in Arrow Electronics, Inc. (ARW)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Reduces Its Stake in Synaptics (SYNA) Following Onsemi Acquisition Deal

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Discusses Advance Auto Parts (AAP) Amid Its Turnaround Efforts

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Fund Trims Its Stake in TD SYNNEX Corporation (SNX) Despite Strong Data Center Growth

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why FPA Queens Road Small Cap Value Fund Aggressively Reduced Its Stake in Vishay Intertechnology, Inc. (VSH)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” Q3 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Venture Global, Inc. (VG) Was Among Clough Capital’s Positive Contributors in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

APA Corporation (APA) Contributed Positively to Clough Capital’s Portfolio in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Bloom Energy Corporation (BE) Weighed on Clough Capital’s Portfolio in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

AeroVironment, Inc. (AVAV) Was Among Clough Capital’s Q3 2026 Portfolio Detractors

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Vertiv Holdings Co (VRT) Was Among Clough Capital’s Industrial Detractors in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Sterling Infrastructure, Inc. (STRL) Weighed on Clough Capital’s Portfolio in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

Hyliion Holdings, Inc. (HYLN) Was Among Clough Capital’s Industrial Detractors in Q3 2026

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

5 Best and Cheap Stocks to Buy Heading into 2027

Wall Street’s AI trade took a hard hit on October 30.

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November 2 - News

Solaris Energy Infrastructure, Inc. (SEI) Was Among Clough Capital’s Q3 2026 Detractors

Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

5 Best Robotics and Automation Stocks To Buy That Are On Sale

Robotics and automation have become increasingly important areas of investment as manufacturers, logistics operators, and businesses turn to intelligent systems to improve productivity...

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November 2 - News

10 Best Robotics and Automation Stocks To Buy That Are On Sale

Robotics and automation have become increasingly important areas of investment as manufacturers, logistics operators, and businesses turn to intelligent systems to improve productivity...

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November 2 - Hedge Funds, News

Cenovus Energy Inc. (CVE) Boosts Production Outlook as Debt Reduction Supports Higher Shareholder Returns

Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”.

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November 2 - Hedge Fund Investor Letters, News

Hedge Fund Investor Letters Q3 2026

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

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November 2 - Hedge Fund Investor Letters, News

How Supply Chain Democratization & Missteps Weakened Nike’s Dominance

Latitude Investment Management, an investment management company, released its Q3 2026 investor letter for Latitude Global Fund. The letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

AI Puts Adobe’s (ADBE) Competitive Edge to the Test

Latitude Investment Management, an investment management company, released its Q3 2026 investor letter for Latitude Global Fund. The letter can be downloaded here.

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November 2 - Hedge Fund Investor Letters, News

10 Best Meme Stocks to Invest In

Nobody has to double their money every year to build real wealth.

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November 2 - Hedge Funds, Market Movers, News

Latitude Global Fund’s Q3 2026 Investor Letter

Latitude Investment Management, an investment management company, released its Q3 2026 investor letter for Latitude Global Fund.

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November 2 - Hedge Fund Investor Letters, News

Riverbridge All Cap Growth Strategy’s Q3 2026 Investor Letter

Riverbridge Partners, an investment management company, released its Q3 2026 investor letter for “Riverbridge All Cap Growth Strategy.” The Russell 3000 Growth Index was nearly...

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November 2 - Hedge Fund Investor Letters, News

5 Best Meme Stocks to Invest In

Nobody has to double their money every year to build real wealth.

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November 2 - News

O’Keefe Stevens Advisory’s Q3 2026 Investor Letter

O’Keeffe Stevens Advisory, an investment advisory firm, released its third-quarter 2026 investor letter.

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November 2 - Hedge Fund Investor Letters, News

Why W.W. Grainger (GWW) Continues to Compound Through Essential Demand?

Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class ...

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November 2 - Hedge Fund Investor Letters, News

Microsoft Corp.’s (MSFT) AI Advantage: Scale, Trust, and Economic Value

Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class ...

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November 2 - Hedge Fund Investor Letters, News

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Lists

5 Best Tech Stocks for the Next 5 Years According to Financial Media

5 Best Tech Stocks for the Next 5 Years According to Financial Media

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10 Best Tech Stocks for the Next 5 Years

11 Largest Uranium Producing Countries in the World

11 Largest Uranium Producing Countries in the World

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10 Best Semiconductor Stocks to Buy for the Next Decade

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9 Best Bitcoin Stocks to Buy Now

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13 Best Low Priced Growth Stocks to Invest In Right Now

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10 Best Future Stocks to Buy for the Next 5 Years

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10 Best AI Infrastructure Stocks to Buy for the Long Term

10 Best Logistics Stocks to Buy Right Now

10 Best Logistics Stocks to Buy Right Now

8 Best NYSE Stocks with Huge Upside Potential

8 Best NYSE Stocks with Huge Upside Potential

10 No-Brainer Stocks to Buy Now

10 No-Brainer Stocks to Buy Now

10 Best Stocks to Buy with High Return Potential

10 Best Stocks to Buy with High Return Potential

10 Undervalued Growth Stocks to Buy Now

10 Undervalued Growth Stocks to Buy Now

10 Undervalued AI Stocks to Buy Now

10 Undervalued AI Stocks to Buy Now

10 Best Quality Stocks to Buy Right Now

10 Best Quality Stocks to Buy Right Now

10 Best Farmland and Agriculture Stocks to Buy Now

10 Best Farmland and Agriculture Stocks to Buy Now

10 Best Stocks for Beginners with Little Money

10 Best Stocks for Beginners with Little Money

10 Best American Mining Stocks to Buy Right Now

10 Best American Mining Stocks to Buy Right Now

10 Best Beverage Stocks to Buy According to Analysts

10 Best Beverage Stocks to Buy According to Analysts

10 Best Cybersecurity Stocks to Buy According to Analysts

10 Best Cybersecurity Stocks to Buy According to Analysts

10 Best Metal Recycling Stocks to Buy

10 Best Metal Recycling Stocks to Buy

10 Best Penny Stocks That Could Skyrocket in 2026

10 Best Penny Stocks That Could Skyrocket in 2026

11 Best 52-Week Low Penny Stocks to Invest In

11 Best 52-Week Low Penny Stocks to Invest In

10 Best Affordable Stocks to Buy According to Wall Street Analysts

10 Best Affordable Stocks to Buy According to Wall Street Analysts

Top 10 Medical AI Companies to Buy According to Analysts

Top 10 Medical AI Companies to Buy According to Analysts

10 Best Bank Stocks to Buy According to Billionaires

10 Best Bank Stocks to Buy According to Billionaires

10 Best Battery Stocks to Buy According to Billionaires

10 Best Battery Stocks to Buy According to Billionaires

10 Best Battery Stocks To Buy According to Analysts

10 Best Battery Stocks To Buy According to Analysts

10 Best Mortgage Finance Stocks To Buy According to Billionaires

10 Best Mortgage Finance Stocks To Buy According to Billionaires

10 Best Stocks Near All-Time Highs to Buy According to Wall Street

10 Best Stocks Near All-Time Highs to Buy According to Wall Street

10 Best Chinese Stocks to Buy According to Hedge Funds

10 Best Chinese Stocks to Buy According to Hedge Funds

10 Best Bear Market Stocks to Invest In Right Now

10 Best Bear Market Stocks to Invest In Right Now

10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts

10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts

10 Best Aluminum Stocks To Buy According to Billionaires

10 Best Aluminum Stocks To Buy According to Billionaires

20 Best Performing Stocks Over the Last 20 Years

20 Best Performing Stocks Over the Last 20 Years

10 Best Growth Stocks to Buy Now According to Billionaires

10 Best Growth Stocks to Buy Now According to Billionaires

10 Best AI Energy Stocks to Buy in 2026

10 Best AI Energy Stocks to Buy in 2026

10 Best AI Stocks to Buy Before They Explode

10 Best AI Stocks to Buy Before They Explode

10 Best Cloud Computing Stocks to Buy According to Billionaires

10 Best Cloud Computing Stocks to Buy According to Billionaires

10 Stocks That Will Change the World by 2030

10 Stocks That Will Change the World by 2030

What Is a SPAC? 10 Best SPACs to Invest In

What Is a SPAC? 10 Best SPACs to Invest In

10 Best AI Stocks to Buy in October

10 Best AI Stocks to Buy in October

11 Best AI Penny Stocks to Buy According to Hedge Funds

11 Best AI Penny Stocks to Buy According to Hedge Funds

10 Stocks With High Short Interest and Improving Fundamentals

10 Stocks With High Short Interest and Improving Fundamentals

10 Fastest-Growing Grid Construction Stocks to Buy Now

10 Fastest-Growing Grid Construction Stocks to Buy Now

10 Best Return on Equity (ROE) Stocks to Buy

10 Best Return on Equity (ROE) Stocks to Buy

10 Best Uranium Stocks to Buy for the AI and Electrification Boom

10 Best Uranium Stocks to Buy for the AI and Electrification Boom

11 Overlooked AI Stocks to Buy Right Now

11 Overlooked AI Stocks to Buy Right Now

10 Best Small-Cap Stocks to Buy With Strong Balance Sheets

10 Best Small-Cap Stocks to Buy With Strong Balance Sheets

11 Best Agentic AI Stocks to Buy Right Now

11 Best Agentic AI Stocks to Buy Right Now