Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
Author Archive - Soumya Eswaran
Is Americold Realty Trust (COLD) a Resilient Business?
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Prosper Stars & Stripes’ Short Thesis Bet on Flywire Corp. (FLYW) Paid Off
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Fortrea Holdings (FTRE): The Best Performing Short Position of Prosper Stars & Stripes
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Prosper Stars & Stripes Sold Its Stake in Materialise NV (MTLS)
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Talen Energy Corp. (TLN) Surged in Q1
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
American Superconductor Corp. (AMSC): Prosper Stars & Stripes’ Largest Detractor in the Short Book
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Repligen Corp (RGEN) Have a Strong Pricing Power?
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Prosper Stars & Stripes’ Q1 2025 Investor Letter
Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter.
Should You Consider Increasing Your Holdings in US Foods Holding Corp. (USFD)?
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2025 investor letter.
What Makes PROCEPT BioRobotics Corporation (PRCT) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2025 investor letter.
Artisan Global Discovery Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2025 investor letter.
Datadog (DDOG) Slid on Mixed Guidance
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
Marvell Technology (MRVL) Fell Despite Strong Earnings
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
Here’s Why Intercontinental Exchange (ICE) Surged in Q1
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
Howmet Aerospace (HWM) Rose on Continued Demand for Aerospace Parts
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
Janus Henderson Forty Fund’s Q1 2025 Investor Letter
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
What Makes DraftKings (DKNG) an Investment Option?
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Hold West Pharmaceutical Services (WST)?
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Verisk Analytics (VRSK) Rose on Solid Results
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Pulled Down Bio-Techne Corporation (TECH)
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
The Charles Schwab Corporation (SCHW) Outperformed for the Second Quarter as Earnings Outlook Improves
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Roper Technologies (ROP) Shares Increased in Q1
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Asset Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Asset Fund” first quarter 2025 investor letter. After a strong start to 2025, U.S.
Oracle Corporation (ORCL) Fell Along with the Technology Sector
Ariel Investments, an investment management company, released its “Ariel Focus Fund” first-quarter investor letter. A copy of the letter can be downloaded here.
Chevron Corporation (CVX) Rose Following the Long-Awaited Acquisition
Ariel Investments, an investment management company, released its “Ariel Focus Fund” first-quarter investor letter. A copy of the letter can be downloaded here.
Resideo Technologies (REZI) Slid on Cautious Market Outlook
Ariel Investments, an investment management company, released its “Ariel Focus Fund” first-quarter investor letter. A copy of the letter can be downloaded here.
Barrick Mining Corporation (B) Benefited from Surge in Gold Prices
Ariel Investments, an investment management company, released its “Ariel Focus Fund” first-quarter investor letter. A copy of the letter can be downloaded here.
Ariel Investments Focus Fund’s Q1 2025 Investor Letter
Ariel Investments, an investment management company, released its “Ariel Focus Fund” first-quarter investor letter.
Here’s Why LS Small Cap Value Fund Decided to Exit Everus Construction Group (ECG)
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Arcosa (ACA) Slid Amid Concerns Over Weaker Construction Spending and Aggregate Demand
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Expect an Attractive Risk-Reward Opportunity from Concentrix Corporation (CNXC)?
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Loomis Sayles Small Cap Value Fund Trimmed VSE Corporation (VSEC) as it Reached Assessed Fair Value
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Herc Holdings (HRI) Fell on Unconvincing 2025 Guidance
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Option Care Health (OPCH) Surged in Q1
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Loomis Sayles Small Cap Value Fund’s Q1 2025 Investor Letter
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter.
Here’s Ecolab’s (ECL) Commitment to Sustainability at the Global Agriculture Conference
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Here’s Why Agilent (A) Traded Down in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Here’s Why Madison Sustainable Equity Fund Sold UPS (UPS)
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Oracle Corporation’s (ORCL) Revenue Growth Lagged Despite Robust Bookings Growth
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Potential Headwinds Dragged Alphabet (GOOG) in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Costco Wholesale Corporation (COST) Maintained Market Share Growth in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Here’s Why Linde (LIN) Rose in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Several Tailwinds Boosted Visa (V) in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Columbia Threadneedle Investments’ Comments on ServiceNow (NOW)
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Eli Lilly and Company (LLY) Surged Over Higher Expectations on its Weight Loss Pill
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
The Progressive Corporation (PGR) Reported Robust Results in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Madison Sustainable Equity Strategy’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Here’s Why Sable Offshore (SOC) Surged in Q1
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of FTAI Infrastructure (FIP)?
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
