Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
Hedge Fund Investor Letters
AAON (AAON) Reported Disappointing 2025 Financial Guidance Amid HVAC Industry Transition
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Quarterly Results Lifted Merit Medical Systems (MMSI) in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
RBC Bearings (RBC) Rose as Results and Guidance Exceeded Expectations
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Q2 Holdings (QTWO) Fell due to Profit Taking and a Weak Equity Market
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Bright Horizons Family Solutions (BFAM) Have Room to Recover?
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why HEICO Corporation (NYSE:HEI-A) Surged in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Resilient Pest Control Business Lifted Rollins (ROL) In Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Descartes Systems Group (DSGX) Traded Lower in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vertex (VERX) Stock Corrected in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Workiva (WK) Fell Despite Reporting Strong Results
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Construction Partners (ROAD) Fell Amid Profit Taking and General Industry Weakness
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why SPS Commerce (SPSC) Shares Declined by 14%
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why NVIDIA Corporation (NVDA) Fell in Q1
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Casella Waste Systems’ (CWST) Business Model Consistent?
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Results Lifted ESCO Technologies (ESE) in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors’ Q1 2025 Investor Letter
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter.
Strong Earnings Report Lifted Palantir Technologies (PLTR) in Q1
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Visa (V) Stock A Steady Earnings Compounder?
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
ServiceNow (NOW) Stock Declines as AI Agents Transition to Consumption-Based Model
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
The Trade Desk (TTD) Traded Down Due to Earnings Miss
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Investors Are Confident About Uber Technologies’ (UBER) Outlook
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ithaka US Growth Strategy’s Q1 2025 Investor Letter
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter.
Here are the Main Challenges of U.S. Physical Therapy (USPH)
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2025 investor letter.
Does Watsco (WSO) have a Long Runway for Growth?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2025 investor letter.
Here’s Why SouthernSun SMID Cap Strategy Maintains Its Confidence in Broadridge Financial Solutions (BR)
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2025 investor letter.
SouthernSun Asset Management SMID Cap Strategy’s Q1 2025 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2025 investor letter.
Live Oak Bancshares (LOB) Fell on Increased Loan Loss Provisions Amid Recession Concerns and Low-Rate Loans
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
Here’s Why SouthernSun Small Cap Strategy Added Extreme Networks (EXTR)
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
SouthernSun Small Cap Strategy Sold Polaris Industries (PII) due to Outsized Tariff Risk
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
What Makes Modine Manufacturing Company (MOD) an Investment Bet?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
Here’s What Affected Boot Barn Holdings (BOOT) in Q1
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
What Makes The Timken Company (TKR) a Compelling Long-Term Investment?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
Strong Growth and Profitability at Enerpac Tool Group Corporation (EPAC) Under CEO Paul Sternlieb
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
SouthernSun Asset Management Small Cap Strategy’s Q1 2025 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2025 investor letter.
Here’s White Falcon’s Views on Grifols, S.A. (GRFS)
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Endava (DAVA) a Compelling Opportunity?
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Continue Holding EPAM Systems (EPAM)?
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
White Falcon Capital Management’s Q1 2025 Investor Letter
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. The fund’s performance for the recent quarter was below expectations...
Here’s Madison Dividend Income Fund’s Investment Thesis for Honeywell (HON)
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Dividend Income Fund’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” first-quarter 2025 investor letter. In the first quarter, the fund (Class Y) returned...
Plural Investing Increased its Stake in Seaport Entertainment (SEG) in Q1
Plural Investing LLC, an investment advisor, released its Q1 2025 “Plural Partners Fund L.P” investor letter. A copy of the letter can be downloaded here.
Plural Investing’s Q1 2025 Investor Letter
Plural Investing LLC, an investment advisor, released its Q1 2025 “Plural Partners Fund L.P” investor letter.
Nike (NKE) Traded Lower Due to Several Headwinds
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Elevance (ELV) an Attractively Valued Stock?
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jim Cramer Reacts to Tesla (TSLA) Rally: “Musk Is Back, That’s Enough”
We recently published a list of Jim Cramer Put These 16 Stocks Under a Microscope. In this article, we are going to take a look at where Tesla, Inc.
Here’s Why Madison Large Cap Fund Sold Its Stake in US Bancorp (USB)
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Fiserv (FI) in Q1
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Large Cap Fund Added Ferguson Enterprises (FERG) to its Portfolio On a Dip
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Accenture (ACN) Fell due to the Potential Cancellation of Contracts
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
