Strong Volume Trends Lifted Tradeweb Markets (TW) in Q1
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Author Archive - Soumya Eswaran
What is Contributing to Robinhood Markets’ (HOOD) Strong Performance?
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Is ServiceTitan (TTAN) Set for 20%-plus Growth?
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
KKR & Co. Inc. (KKR) Traded Lower due to Macroeconomic Concerns
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Morningstar (MORN) Slid on Disappointing Quarterly Results
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
The Progressive Corporation (PGR) Surged in Q1. Here’s Why
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
MercadoLibre (MELI) Shares Rebounded in Q1
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Baron FinTech Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. U.S.
Polen Capital Global Growth has an Uncertain Outlook on NVIDIA Corporation (NVDA)
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Amazon.com (AMZN) an Incredible Long-Term Bet?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Willis Towers Watson Public Limited Company (WTW) a Lucrative Investment?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Duocommun (DCO) a Compelling Opportunity?
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Here’s Why Zynex (ZYXI) Fell in Q1
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Rewey Asset Management Sold as Aginco Eagle (AEM) Grows Beyond Smid Range
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Rewey Asset Management’s Q1 2025 Investor Letter
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Should You Invest in MercadoLibre (MELI)?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Abbott Laboratories (ABT) was up 16% in Q1
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Polen Capital Global Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Here are the Factors Impacting Zebra Technologies’ (ZBRA)
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
Key Drivers Behind AbbVie’s (ABBV) Performance
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
RS Large Cap Value Strategy’s Q1 2025 Investor Letter
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
Wayfair (W) Failed to Regain Despite Extended Support
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Recurve Capital Partners’ Update on Cogent Communications Holdings (CCOI)
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Recurve Capital’s Q1 2025 Investor Letter
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. The first quarter was a volatile start to the year for the company.
Here’s Why Renaissance Large Cap Growth Strategy Exited Its Position in Honeywell International (HON)
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Renaissance Large Cap Growth Strategy Sold Marriott International (MAR) Due to Weakening Fundamental Factors
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
What’s Powering PAR Technology’s (PAR) Growth and Profitability?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Burford Capital (BUR) Resilient to Tariffs?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are Greenhaven Road Capital’s Views on Cellebrite (CLBT)
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Lifecore Biomedical (LFCR) a Beneficiary of the Trade Policies?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How KKR (KKR) Gets Affected by the Restructuring of Global Trade and Tariffs
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s New Addition: Kingsway Financial (KFS)
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Q1 2025 Investor Letter
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter.
Stable and Predictable Business Model Lifted Brown & Brown (BRO) in Q1
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Will Copart (CPRT) Benefit from Increased Vehicle Complexity?
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
AbbVie (ABBV) has a Stable and Highly Profitable Business Model
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Arista Networks (ANET) Slid on Investor Doubts Over Capital Sustainability
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Broadcom (AVGO) Slid in Q1 Despite Reporting Robust Results
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
BJ’s Wholesale Club (BJ) Rose on Solid Results
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Renaissance Investment Management Large Cap Growth Strategy’s Q1 2025 Investor Letter
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
FPA Queens Road Small Cap Value Fund Started to Trim InterDigital (IDCC)
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
What Makes UGI Corp (UGI) a Good Investment?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
What Makes OshKosh (OSK) an Investment Bet?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
What Makes Scholastic (SCHL) an Undervalued Stock?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
FPA Queens Road Small Cap Value Fund is Cautiously Optimistic on Vishay Intertechnology (VSH). Here’s Why
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
Is PVH (PVH) Trading at a Discount?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
What Makes CSW Industrials (CSWI) a Great Stock Despite a Boring Business?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
Effective Management Drove CNO Financials’ (CNO) Terrific Performance
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
Sprouts Farmers Market (SFM): A Strong Company with Smart Capital Deployment
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
FPA Queens Road Small Cap Value Fund’s New Addition: REV Group (REVG)
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter.
