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Insider Monkey Blog

The Baldwin Insurance Group (BWIN) Was Sold by Madison Small Cap Fund Following Takeover Announcement

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

The Scotts Miracle-Gro Company (SMG) Fell in Q3 2026 Despite Improving Fundamentals, Madison Small Cap Fund Says

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Primo Brands (PRMB) Struggles in Q3 2026 Despite Stable or Improving Fundamentals, Madison Small Cap Fund Says

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Charles River Laboratories International (CRL) Contributed to Madison Small Cap Fund’s Healthcare Outperformance

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Encompass Health Corporation (EHC) Helped Drive Madison Small Cap Fund’s Healthcare Outperformance in Q3 2026

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

FormFactor, Inc. (FORM) Was Sold by Madison Small Cap Fund Despite Strong AI-Driven Fundamentals

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

GitLab Inc. (GTLB) Eases AI Disruption Fears After Exceptional Q2 Results, Madison Small Cap Fund Says

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Madison Air Solutions (MAIR): Madison Small Cap Fund Sees Growth Potential in Residential Air Quality Solutions

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

AAON, Inc. (AAON) Faces HVAC Market Headwinds, but Madison Small Cap Fund Sees Margin Expansion Potential

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Hayward Holdings, Inc. (HAYW) Was Down in Q3 2026, but This Fund Remains Confident in Its Investment Thesis

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Bell Global Equities Fund’s Q3 2026 Investor Letter

Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.

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October 27 - Hedge Fund Investor Letters, News

Janus Global Sustainable Equity Fund’s Q3 2026 Investor Letter

Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter.

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October 27 - Hedge Fund Investor Letters, News

Halvio Capital’s Q3 2026 Investor Letter

Halvio Capital, an investment management firm, released its Q3 2026 investor letter.

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October 27 - Hedge Fund Investor Letters, News

VSE Corporation (VSEC): Robust Aviation Demand Offset by Integration and Debt Concerns

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.

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October 27 - Hedge Fund Investor Letters, News

Space Exploration Technologies Corp. (SPCX) Builds a Broader Deep-Tech Growth Platform

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Meta Platforms’ (META) AI Agent Opens a New Growth Opportunity

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

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October 27 - Hedge Fund Investor Letters, News

Azure and Copilot Reacceleration Reinforce Microsoft’s (MSFT) AI Leadership

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

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October 27 - Hedge Fund Investor Letters, News

Impinj (PI) Rallies on Record Revenue, Profitability, and Upbeat Outlook

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.

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October 27 - Hedge Fund Investor Letters, News

Microsoft Corp.’s (MSFT) AI Strategy Gains Revenue Momentum

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Alger Weatherbie Specialized Growth Fund’s Q3 2026 Investor Letter

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”. U.S.

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October 27 - Hedge Fund Investor Letters, News

What’s Driving Strong Q3 Momentum for Meta Platforms (META)

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

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October 27 - Hedge Fund Investor Letters, News

Rising Flash-Memory Needs Support SanDisk’s (SNDK) Growth Potential

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

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October 27 - Hedge Fund Investor Letters, News

Surgery Partners (SGRY) Skyrockets Nearly 50%: What to Expect Next

Surgery Partners Inc.

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October 27 - Market Movers, News

Market Rotation Overshadows KLA Corp’s (KLAC) Solid Results and Guidance

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Semiconductor Equipment Selloff Challenges Applied Materials (AMAT)

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Here’s Why the Strategy Exited Tapestry (TPR) in Q3

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Lam Research Corp. (LRCX) Shares Decline as Investors Reassess AI Spending

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Strong Royalties and New Launches Accelerate Halozyme Therapeutics’ (HALO) Growth Momentum

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...

Keep Reading →

October 27 - Hedge Fund Investor Letters, News

Renaissance Investment Management Large Cap Growth Strategy’s Q3 2026 Investor Letter

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” Stocks showed modest gains in Q3...

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October 27 - Hedge Fund Investor Letters, News

Astera Labs (ALAB) Detracts Despite Strong Core Business

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Capital Appreciation Fund.” The letter can be downloaded...

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October 27 - Hedge Fund Investor Letters, News

Natera (NTRA): Signatera Momentum Strengthens Growth Outlook

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Capital Appreciation Fund.” The letter can be downloaded...

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October 27 - Hedge Fund Investor Letters, News

Stock Market Movers: Biggest Losers and Gainers on 26 October 2026

Worst Performers 10. NU: Nu Holdings (NU) falls 16.95% alongside Brazilian counterparts as leftist Luiz Inácio Lula da Silva wins presidential election for the 4th time. 9.

Keep Reading →

October 26 - Market Movers, News

Diamondback Energy (FANG) vs. EOG and COP: Can Its Permian Advantage Drive Long-Term Shareholder Returns?

Is FANG a good stock to buy? We came across a bullish thesis on Diamondback Energy, Inc. on Astute Optics - US’s Substack.

Keep Reading →

October 26 - News, Stock Analysis

FDXF (FDXF) vs. ODFL and XPO: Can FedEx Freight’s Spin-Off Unlock Value as a Standalone LTL Leader?

Is FDXF a good stock to buy? We came across a bullish thesis on FedEx Freight Holding Company, Inc. on One Idea Per Day’s Substack by Paul.

Keep Reading →

October 26 - News, Stock Analysis

KLA Corporation (KLAC) vs. AMAT and LRCX: Can Rising Semiconductor Complexity Create Another Growth Cycle?

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Astute Optics - US’s Substack.

Keep Reading →

October 26 - News, Stock Analysis

Alternative Investment Managers, Allocators and Select Industry Providers Meet at Uncorrelated AltsOps 2026 in New York City on October 29

A Full Day on Fund Operations and Operational Due Diligence at Club 101, 101 Park Avenue Sessions Cover Anchor Investors, Family Offices, Private Wealth, Diamond Supply-Chain ...

Keep Reading →

October 26 - News, Press Releases

Azincourt Energy Advances Labrador Uranium Exploration With New Snegamook Drilling Results

Azincourt Energy Corp.

Keep Reading →

October 26 - Industries, News

How Eaton’s (ETN) Data Center Business Complements Amphenol’s AI Infrastructure Opportunity

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Walmart (WMT) Joins Meta’s AI Commerce Push as Retailers Explore Agentic Shopping

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Could Be a Key Rival to Meta in the Race for AI Assistants, Burke Wealth Says

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Amazon’s (AMZN) Stance on Meta’s AI-Driven Commerce Plans Draws Burke Wealth’s Attention

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Amphenol’s (APH) AI Data Center Exposure Draws Fresh Investment From Burke Wealth

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Burke Wealth Initiates a New Position in Palantir (PLTR) as AI Software Growth Accelerates

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Why Burke Wealth Sold Salesforce (CRM) After Its 20% Post-Earnings Rally

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

ServiceNow (NOW) Rallies as Investors Reassess the Value of Enterprise AI Software

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Snowflake Inc. (SNOW) Gains as Burke Wealth Sees Enterprise Software Emerging as an AI Winner

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Why Burke Wealth Trimmed CrowdStrike Holdings (CRWD) Despite Its Strong AI Security Outlook

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Burke Wealth Sees Meta Platforms’ (META) Muse AI Assistant as a Potential Growth Catalyst

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

What Drives Visa’s (V) Long-Term Compounding Potential?

Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 26 - Hedge Fund Investor Letters, News

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